JMS Advisory Group, LLC

Description

JMS proudly provides delivery of services through a channel of seasoned unclaimed property professionals, with diverse professional backgrounds. We have attorneys, CPAs and statisticians with PhD's as part of our firm's professional network. We specialize exclusively in the area of unclaimed property, with a combined 50+ years of experience to draw upon. With this type of professional diversity, not only can we provide insight into the various unclaimed property compliance issues that could impact your organization, but also how those issues affect your other business processes and objectives.

From the beginning, JMS has been a firm focused on sensible growth, built on financial strength and a commitment to working together with clients to achieve mutual goals. Our project management style and emphasis on technology resources has created the types of efficiencies often missing from interactions with larger firms. Our client-customized expertise has been a hallmark of our delivery model since inception, as we always strive to help companies simplify operations, reduce costs and increase benefits from what has historically been a cost-center compliance mentality .

We started JMS in 2006 after accumulating years of consulting experience with several of the largest accounting firms in the world. At the time we knew there was considerable need for unclaimed property and escheat services, and our goal was to present our unique way of doing things to what we perceived to be an underserved market.

Our Total Escheat Management™process includes signing reports, issuing checks, due diligence services, and of course the provision of reporting services in all of the United States and its territories (District of Columbia, Puerto Rico, U.S. Virgin Islands and Guam). We also provide services and consultation for escheat compliance in all Canadian provinces.

Products & services

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