We are a full service CPA firm focused on tax planning and preparation.
We also specialize in locating and recovering Florida unclaimed property for individuals and businesses.
We initiate and settle in-state and out-of-state probates to retrieve inheritances for beneficiaries worldwide.
Over the years we have recovered millions for our clients. We take pride in our business reputation and want you to have confidence in us and the services that we offer.
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.
We have recovered over $100,000,000 in unclaimed funds for our client worldwide! Hear from some of our clients below…
“Thank you so much for getting in touch with me regarding the money that was my husbands from Met Life. I would never have known about it being held by the state. I received my check on saturday…I must tell you that upon receipt of your original letter I thought it was a scam, but you did not ask for any money up front. I called an old P1 friend to investigate your company. When the report came back that you were legitimate, I contacted you, and I am glad I did.”
“Thank you for your involvement in the procurement of the life insurance death benefits that I have recently received from The State of Florida. I would have never received this money except for your involvement. I never expected to get these proceeds and I thank you from the bottom of my heart.”
“Firstly, my gratitude to you and your firm for informing me about this unrecovered funds. I had the opportunity to speak to Efrain; I have not come across many individuals that represent companies like him…Thanking you sincerely again for locating and informing me of your unusual service. May your firm continue to always be prosperous.” Ashmeen B
“Thank you for all your efforts in finding and retrieving these funds for me. It was pleasant and painless! You and your company made this whole process seamless. It was actually a pleasure to deal with you! I never trusted some one that told me that I had money coming out of the blue, and your gained my trust. For anyone doubting your process, you may show them this letter!” William B