Fund Tax Services

Tax preparation is an extremely important aspect of managing a fund. We have significant experience in securities taxation and related complex issues. Our goal is to offer you ideas and implement the necessary planning that can result in significant tax savings.

Our Fund Accountants can provide your fund with the following services:

  • Tax analysis to ensure maximum tax benefits
  • Tax planning and consulting
  • Custom Fund Reports
  • Federal, state, and local income tax return preparation
  • Organizational structuring including fund and general partner structure

Contact us for more information