Experience Reliability
Meeting investor expectations is extremely important, especially in the alternative investment industry. Arthur Bell understands this pressure on clients, and timely Schedule K-1 (“K1”) preparation should not be an added concern.
Arthur Bell has a group of tax professionals dedicated exclusively to alternative investment funds, including hedge fund tax compliance and fund of funds accounting. We prepare federal and state tax returns, maintain allocation schedules, and handle K1 preparation. In fact, we strive to deliver K1s ahead of schedule. We also understand the importance of monitoring withholding documentation for non-US investors and have extensive experience preparing withholding returns.
We also leverage our experience and technological capabilities to create customized tax solutions that minimize the chance of error, provide flexibility, and deliver tax reporting documents in a variety of formats to meet investor expectations. We can package and categorize returns and other documents based on unique criteria specific to each fund and investor, including a custom letter with each K1. We also use a client portal to deliver and receive information in a secure manner. We recognize the importance of information security for the fund, its trading advisors, and its investors.
We will work with you to personalize the tax services you need:
We have been committed almost exclusively to the alternative investment industry since the firm’s inception in 1974. We continuously train our team on the complexities of tax planning and compliance for hedge funds, commodity pools, funds of funds, and other investment vehicles. As a result, we know what to expect and how to resolve potential problems.
We have a solid reputation for responsiveness and commitment to client service. We are accessible and available to you for all of your questions and needs. Our principals are actively involved in all projects…small and large…and we are dedicated to the quick turnaround of every engagement. We also support clients by speaking with investors about our role and the value of our services.
With one location, our firm is able to centralize knowledge, easily communicate across departments, monitor strict quality controls, and share ideas. Our principals are also available to personally supervise each engagement.
Arthur Bell has an extremely high rate of employee satisfaction and retention. Therefore, you benefit from more experienced teams, greater understanding of client issues, less burden on your staff, increased productivity, and more effective procedures to mitigate risk.
In addition to tax, our firm performs audit and assurance services for clients, so we are evaluated for quality and independence by our peers. As a member of the Center for Audit Quality of the American Institute of Certified Public Accountants, we are subject to peer review by an independent public accounting firm every three years, and our previous peer reviews have received the highest available rating. We are also registered with and inspected by the Public Company Accounting Oversight Board, which permits our firm to conduct audits of SEC registrants, hedge funds sponsored by Registered Investment Advisers, and broker – dealers.
We welcome you to contact us for more information on Arthur Bell and how we can help with your fund tax needs. You can reach us at (410) 771-0001 or via email at contactus@arthurbellcpas.com.
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