KEY FEATURES



AUDITS AND CONTROVERSIES
Audit risk assessments; audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.



REVIEWS AND PLANNING
Evaluation of state return filings to determine potential tax savings plus recommendations and implementation assistance as well as litigation and legal support.



RETALIATORY MINIMIZATION STRATEGIES
Recommendations and potential tax strategies to reduce retaliatory taxes plus implementation assistance.



AUDITS AND CONTROVERSIES
Audit risk assessments; audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.



REVIEWS AND PLANNING
Evaluation of state return filings to determine potential tax savings plus recommendations and implementation assistance as well as litigation and legal support.



RETALIATORY MINIMIZATION STRATEGIES
Recommendations and potential tax strategies to reduce retaliatory taxes plus implementation assistance.


RE-DOMESTICATION
Analysis of potential retaliatory tax reductions available through re-domestication plus recommendations and implementation assistance.


MERGERS AND ACQUISITIONS
Mergers and acquisitions, transactional analysis, and line-of-business impacts resulting from retaliation.
EXPERIENCED TEAM
Our expert consulting team of tax accountants and lawyers have decades of both insurance and non-insurance state tax experience crafting strategic solutions customized for your company’s needs
PERSONALIZED ASSISTANCE
Each member of our consulting team is committed to personalized service with the goal of meeting your needs in an efficient and timely manner. We are here to serve!
FLEXIBLE FEES
Our consulting team offers hourly and contingent fee based agreements, as well as free consultations. We look forward to helping you save time and money on your tax strategies.
STRATEGIC INSIGHT
Our consulting team can provide expert advice with audit issues, planning ideas, minimization of retaliatory tax strategies, mergers & acquisitions, sales and use tax, unclaimed property and state income tax compliance.
INCREASED SAVINGS
Our seasoned experts develop customized tax strategies for your company that minimize cost as you maximize savings. Our year-round mission is to continually sharpen our skills providing you with a comprehensive Premium Tax consulting support team.
MINIMIZED RISK
Our consulting team combines their years of experience with their up-to-date knowledge of the tax industry to help you minimize your premium tax compliance strategy risks