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Tax Services

Tax Preparation:

  • Your tax team will be managed by a CPA who has extensive experience in the financial services industry.
  • We will prepare your federal and state partnership tax returns, including K-1's, on a timely basis.
  • In most cases we complete your returns and have your K-1's delivered to your partners by March 15th for calendar year tax filers.

Tax Allocations:

  • We complete your tax allocations using aggregate methods approved by IRS regulations.
  • We update your tax allocations throughout the year and can provide you with preliminary tax estimates when requested.
  • We have experience dealing with special tax allocations related to withdrawing partners, contributions and distributions of securities, incentive reallocations, deferred incentive fees, and other special situations.

Specific Tax Issues / Tax Efficiency:

  • You will have access to an experienced tax professional to help you understand specific tax issues when they arise.
  • We take pride in helping you with the tax planning process and will be available to discuss your options before and after significant tax transactions.
  • We have extensive experience dealing with tax issues related to numerous investment and trading strategies.
  • We can help you to develop strategies to maximize the tax efficiency of your investment results.

Other Services:

  • Tax preparation for your general partner and management company entities
  • Preparation of individual tax returns for hedge fund managers
  • Help with the year-end tax planning process