Experience Reliability
Businesses that manage numerous entities and alternative investment vehicles often have complex operations and tax structures. You could spend a lot of time explaining the nature of your business to tax professionals who are not familiar with the world of hedge funds, commodity pools and securities.
Hedge fund management companies, advisers, investment partnerships, investment broker – dealers, and other companies rely on Arthur Bell tax professionals because of our experience in the alternative investment industry. We know the aspects of foreign reporting and consult with clients on different scenarios to select the right tax structure, identify potential issues, and make the best decisions for their situation.
We understand projections and coordinate tax planning with each entity and investment vehicle to meet the various tax deadlines, and we strive to deliver accurate Schedules K-1 ahead of schedule. We respect the privacy needs of our clients and ensure that our professionals follow strict privacy standards. Our client portal also allows us to deliver and receive information in a secure manner.
We 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 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 fund management companies and advisers in the industry. 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.
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 risks.
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 tax needs. You can reach us at (410) 771-0001 or via email at contactus@arthurbellcpas.com.
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