KEY FEATURES
AUDITS AND CONTROVERSIES
We provide audit risk assessments, audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.
REVIEWS AND PLANNING
We provide an evaluation of state return filings to determine potential tax savings, recommendations, implementation assistance, and litigation and legal support.
RETALIATORY MINIMIZATION STRATEGIES
We assist with recommendations of potential tax strategies and implementation assistance to reduce retaliatory taxes.
AUDITS AND CONTROVERSIES
We provide audit risk assessments, audit notice and protest issues support, auditor negotiation, tax guidance on controversies, and administrative procedure assistance.
REVIEWS AND PLANNING
We provide an evaluation of state return filings to determine potential tax savings, recommendations, implementation assistance, and litigation and legal support.
RETALIATORY MINIMIZATION STRATEGIES
We assist with recommendations of potential tax strategies and implementation assistance to reduce retaliatory taxes.
RE-DOMESTICATION
Take advantage of our analysis of potential retaliatory tax reductions available through re-domestication plus recommendation and implementation assistance.
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.
RELATED PRODUCTS
TRITECH SERVICES
Our premium tax services offer a unique combination of tax consulting, tax preparation and tax software expertise related to premium taxes.
PREMIUM TAX
Process your annual and estimated premium tax returns for all states and U.S. Territories.
MUNICIPAL TAX
Premium Pro Municipal allows you to calculate taxes for thousands of towns and cities with ease for over 4,000 municipalities.
CONSULTING FAQS
TriTech’s consulting team provides state and local tax guidance for insurance companies, including support for audits, controversies, planning strategies, retaliatory tax issues, mergers and acquisitions, sales and use tax, unclaimed property, and state income tax compliance.
TriTech’s consulting services are designed for insurance companies and tax teams that need experienced guidance with premium tax, retaliatory tax, state and local tax issues, audit exposure, tax planning, and complex compliance questions.
Yes. TriTech can help identify potential audit exposure, assist with audit notices and protest issues, support analysis and negotiations with auditors, and provide tax guidance related to controversies and administrative procedures.
Yes. TriTech can review retaliatory tax issues, identify potential minimization strategies, provide recommendations, and assist with implementation when appropriate.
Yes. TriTech can analyze potential retaliatory tax reductions related to re-domestication, provide recommendations for choosing a favorable state, and assist with implementation.
Yes. TriTech can assist with merger and acquisition analysis, transaction-related tax questions, and line-of-business impacts related to retaliatory tax.
TriTech generally uses a three-phased approach for consulting reviews: investigation, qualification, and implementation. This approach helps evaluate potential tax exposure, identify opportunities, and support practical next steps.
To learn more about TriTech Consulting, contact TriTech Software and Services or request a consultation through the website.