TriTech's consulting team offers a variety of assistance with state and local tax issues. Our goal is to provide competitively priced state tax guidance to our clients. We can help with state income tax compliance, audit issues, planning ideas, mergers & acquisitions, and minimization of retaliatory tax strategies. We offer hourly and contingent fee based agreements. Our tax accountants and lawyers have decades of both insurance and non-insurance state tax experience. When our insurance company clients face new state tax challenges, our consulting staff is ready to offer assistance at any level in a timely and effective manner.

• Consulting Services Provided

  
  

  Reverse Audits

  • Identify and assess areas of potential audit exposure prior to audit commencement.
  • Assist with audit notice and protest issues.
  • Analysis and Negotiations with "gray area" matters.

• Planning Issues

  • Use of alternative entities to reduce state tax expense.
  • Development and implementation of potential tax savings strategies.
  • Litigation & Legal assistance.

• Re-Domestication

  • Provide analysis of the potential retaliatory tax reductions that can be obtained through Re-domestication.
  • Recommendations for choosing a favorable state.
  • Assist with Implementation.

• Mergers and Acquisitions

  • Transactional analysis.
  • Line-of-business impacts of retaliation.

• Retaliatory Tax - Minimization Strategies

  • Provide recommendations and potential tax strategies to reduce retaliatory taxes.
  • Assist with Implementation.

• Tax guidance/Assistance (Desk and Field Audits)

  • Provide tax guidance on controversies and administrative procedure assistance.

• State Return Reviews

  • Evaluation of state return filings to determine potential tax savings.
  • Recommendations and assistance with implementation of suggested strategies.