Minimizing Risk

Do you know if your company is at risk of having unclaimed property exposure? Companies that fail to report their unclaimed property annually could face penalties and interest.

CBIZ helps businesses address potential risk by evaluating exposure, assisting with voluntary disclosure agreements, guiding multi-state audit defense, developing policies to minimize future risk, and ensuring compliance with state regulations. Our team provides strategic support to help protect your business from financial liabilities.

Build Your Tax Strategy for 2027 and Beyond

With greater certainty around key provisions of the One Big Beautiful Bill Act, now is the time to consider how the evolving tax landscape could shape your planning.

As businesses and individuals look ahead, new opportunities and considerations may influence decisions for 2027 and beyond.

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Our Services

Comprehensive Support

From compliance reporting to audit defense, CBIZ provides tailored solutions for unclaimed property management. Our experts help businesses mitigate financial risk and navigate multi-state complexities. Let us guide you through every step of compliance.

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Avoid Pitfalls

If concerns about unclaimed property are keeping you up at night, CBIZ can help. Connect with our experts to ensure you are compliant in all relevant jurisdictions.

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