KEY FEATURES

PremiumTaxServices

PREMIUM TAX SERVICES

Prep, Review and Full-Service Processing for annual and estimated premium tax returns for all states and U.S. Territories. Powered by our TriTech PREMIUM Pro software, our service team is experienced with premium and retaliatory tax filings for Property & Casualty, Life, Risk Retention, Title, and HMO companies.

MunicipalTaxServices

MUNICIPAL TAX SERVICES

Prep, Review, and Full-Service Processing for municipal premium tax returns for over 4,000 towns and cities. Powered by our TriTech 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

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 geographic boundaries.

PremiumTaxServices

PREMIUM TAX SERVICES

Prep, Review and Full-Service Processing for annual and estimated premium tax returns for all states and U.S. Territories. Powered by our TriTech PREMIUM Pro software, our service team is experienced with premium and retaliatory tax filings for Property & Casualty, Life, Risk Retention, Title, and HMO companies.

MunicipalTaxServices

MUNICIPAL TAX SERVICES

Prep, Review, and Full-Service Processing for municipal premium tax returns for over 4,000 towns and cities. Powered by our TriTech 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

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 geographic boundaries.

CustomizedServices

CUSTOMIZED LEVEL OF SERVICE

Choose your level! Service levels include: basic return preparation, return prep and review, or full-service processing that includes payment services for a beginning-to-end solution.

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SECURE CLIENT PORTAL

TriTech Services utilizes a custom client interface that is SSAE 18 SOC 1 Type 2 compliant.

FullComplianceCycle

FORMSPLUS FILINGS

TriTech services provides FormsPlus filing support for more than 200 FormsPlus forms.

WideRangeCustomizedServices

GFA FILINGS

TriTech services provides support for premium tax any applicable GFA filings required as a part of the premium tax process.

Secure

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

As we partner with you, 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 generate an ACH NACHA file to give to your bank to initiate 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 Premium Pro software, Our services team provides dedicated experience with up-to-date knowledge and training on the tax industry to accurately and efficiently meet your tax processing needs and reduce your tax compliance risks.

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