Our goal is to provide competitively priced state and local tax guidance to our clients.
We can help with audit issues, planning ideas, minimization of retaliatory tax strategies, mergers & acquisitions, sales and use tax, unclaimed property and state income tax compliance. We offer hourly and contingent fee based agreements. Our tax accountants and lawyers have decades of both insurance and non-insurance state tax experience.
TriTech's Consulting Services
Audits and Controversies
- Identify and assess areas of potential audit exposure prior to audit commencement.
- Assist with audit notice and protest issues.
- Analysis and negotiations with auditors.
- Provide tax guidance on controversies and administrative procedure assistance.
State and Local Tax Return Reviews and Planning Ideas
- Evaluation of state return filings to determine potential tax savings.
- Recommendations and implementation of potential tax savings strategies.
- Litigation & legal assistance.
Retaliatory Tax - Minimization Strategies
- Provide recommendations and potential tax strategies to reduce retaliatory taxes.
- Assist with implementation.
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
- Mergers and acquisitions
- Transactional analysis
- Line-of-business impacts of retaliation
The main focus of our reviews centers on premium, retaliatory, income,
sales-use, property and other miscellaneous taxes and unclaimed funds. Generally speaking, we have found that a three-phased approach is the most efficient way to conduct our consulting reviews.
PHASE I: INVESTIGATION
PHASE II: QUALIFICATION
PHASE III: IMPLEMENTATION
How can we help you today? Send us a message or call us at 800-380-6407.
