KEY FEATURES

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AUDITS AND CONTROVERSIES

We provide audit risk assessments, audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.

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REVIEWS AND PLANNING

We provide an evaluation of state return filings to determine potential tax savings, recommendations, implementation assistance, and litigation and legal support.

wide-range

RETALIATORY MINIMIZATION STRATEGIES

We assist with recommendations of potential tax strategies and implementation assistance to reduce retaliatory taxes.

payment

AUDITS AND CONTROVERSIES

We provide audit risk assessments, audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.

transparent

REVIEWS AND PLANNING

We provide an evaluation of state return filings to determine potential tax savings, recommendations, implementation assistance, and litigation and legal support.

wide-range

RETALIATORY MINIMIZATION STRATEGIES

We assist with recommendations of potential tax strategies and implementation assistance to reduce retaliatory taxes.

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RE-DOMESTICATION

Take advantage of our analysis of potential retaliatory tax reductions available through re-domestication plus recommendation and implementation assistance.

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MERGERS AND ACQUISITIONS

Mergers and acquisitions, transactional analysis, and line-of-business impacts resulting from retaliation.

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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 regarding 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.

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