KEY FEATURES
PREMIUM TAX SERVICES
We Prep, Review and provide Full-Service Processing for annual and estimated premium tax returns for all states and U.S. Territories. Powered by TriTech’s PREMIUM Pro software, our service team is experienced with premium and retaliatory tax filings for Property & Casualty, Life, Risk Retention, Title, and HMO companies.
MUNICIPAL TAX SERVICES
We Prep, Review, and provide Full-Service Processing for municipal premium tax returns for over 4,000 towns and cities. Powered by TriTech’s Premium Pro MUNICIPAL software, our services team is experienced with the complex requirements associated with local jurisdiction municipal filings across multiple states for Property & Casualty, Life, Risk Retention, Title, and HMO companies.
ALLOCATION SERVICES
Powered by TriTech’s Premium Pro ALLOCATOR, our services team processes your policy data utilizing our advanced mapping technology to allocate premiums accurately and determine each tax jurisdiction in which an address is located based on policyholder address and geographical boundaries.
PREMIUM TAX SERVICES
We Prep, Review and provide Full-Service Processing for annual and estimated premium tax returns for all states and U.S. Territories. Powered by TriTech’s PREMIUM Pro software, our service team is experienced with premium and retaliatory tax filings for Property & Casualty, Life, Risk Retention, Title, and HMO companies.
MUNICIPAL TAX SERVICES
We Prep, Review, and provide Full-Service Processing for municipal premium tax returns for over 4,000 towns and cities. Powered by TriTech’s Premium Pro MUNICIPAL software, our services team is experienced with the complex requirements associated with local jurisdiction municipal filings across multiple states for Property & Casualty, Life, Risk Retention, Title, and HMO companies.
ALLOCATION SERVICES
Powered by TriTech’s Premium Pro ALLOCATOR, our services team processes your policy data utilizing our advanced mapping technology to allocate premiums accurately and determine each tax jurisdiction in which an address is located based on policyholder address and geographical boundaries.
CUSTOMIZED LEVEL OF SERVICE
You can choose your level of services, based on your needs! Service levels include: basic return preparation, return prep and review, or full-service processing that includes payment services for a beginning-to-end solution.
SECURE CLIENT PORTAL
TriTech Services utilizes a custom client interface that is SSAE 18 SOC 1 Type 2 compliant.
FORMSPLUS FILINGS
TriTech services provides FormsPlus filing support for more than 200 FormsPlus forms.
GFA FILINGS
TriTech Services provides support for any applicable GFA filings required as a part of the premium tax process.
AMENDED RETURNS
TriTech services provides tax processing support for the entire tax season cycle including any amendment needs for Premium and Municipal filings
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CO-SOURCING TRANSPARENCY
Our web-based client calendaring system allows you to monitor the status and progress of each return, so while we prepare and review the returns, you are always in control and receive real time progress reports.
PERSONALIZED SERVICE
Each member of our services team is committed to personalized service with the goal of meeting your needs in an efficient and timely manner. We are here to serve!
FULL SERVICE PROCESSING OPTION
We make sure every state and municipality is paid accurately and on time. TriTech also handles electronic funds transfer (EFTs) and generates Positive Pay as well as ACH NACHA files to give to your bank to secure and initiate check and ACH Credit transactions.
TIME AND COST SAVINGS
Tax return preparation co-sourcing increases the time you have available to devote to tax planning and decreases time spent addressing data entry and form filing duties.
EXPANDED RESOURCES
Extend your team with our tax preparation staff which consists of experienced professionals and CPAs. In addition, they are well-versed on retaliatory calculations, qualified premiums, and guaranty funds, as well as municipal taxes and premium allocation.
MINIMIZED RISK
Powered by TriTech’s Premium Pro software, our services team provides dedicated experience with up-to-date tax industry knowledge and training to accurately and efficiently meet your tax processing needs and reduce your tax compliance risks.
RELATED PRODUCTS
TRITECH CONSULTING
Our Consulting experts add decades of experience to your team! We can help save money with state audits, mergers and acquisitions, and everything in between.
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.