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Unclaimed Property

We help you identify and report any unclaimed property on your books – saving you from penalties and improving your bottom line.

Unclaimed property is a hidden cost for many companies, but the ability to track such property as well as stay current with changing legislation, rulings, filing and escheat requirements is overwhelming.

    Our unclaimed property professionals recognize these challenges and provide customized services to assist you with identifying risk and managing the overall process. With Baker Tilly on your team, you can strengthen your position by establishing long-term solutions that minimize the risk of audit and the burden of unclaimed property compliance. We proactively help you implement or enhance critical processes and procedures, often enabling you to bring properly vetted property back into income and improve your financial results.

    Baker Tilly can help you with all unclaimed property issues, including:

    • Performing unclaimed property compliance reviews
    • Providing advanced planning and restructuring for unclaimed property matters
    • Identifying unclaimed property liability and legal exclusions
    • Determining compliance needs and reporting issues
    • Negotiating favorable voluntary disclosure agreements
    • Defending abandoned and unclaimed property audits
    • Complementing law firms during unclaimed property audits
    • Designing unclaimed property management systems
    • Assisting with unclaimed property due diligence and reporting
    • Assisting with company unclaimed property recovery