Established as an independent accounting firm in 1987, we provide tax planning and preparation, and specialize in locating and recovering unclaimed accounts. We are located on Federal Highway and Glades Road, in the heart of East Boca Raton.
Our Unclaimed Property Department is comprised of full-time professionals with expertise in research, estates, and account recovery.
Our team works directly with the State of Florida and direct sources of such assets to help recover accounts being held dormant or unclaimed. We are committed to maintaining the integrity of our profession and strive to uphold our reputation.
What is Unclaimed Property?
Each state has an unclaimed property department that holds unrecovered funds for businesses and individuals. These accounts do not involve tangible property and are typically in the form of cashed out stocks, bonds, bank accounts, and insurance policies. The original holder of the accounts has tried contacting the owners at the address on file, but many times the owners have moved or even passed away. Therefore, these funds become dormant and are held by the holder for five years before turning them over to the state as unclaimed.