Tax Compliance Services

• Preparation of U.S. and state tax returns for hedge funds, venture capital funds, commodity pools and other investment entities.
• Preparation of U.S. and state tax returns for investment advisors, broker dealers, commodity trading advisors, etc., structured as partnerships, limited liability companies, trusts and corporations.
• Preparation of U.S. and state individual income tax returns for high net worth individuals including general partners, principals and investors.
• Preparation of U.S. individual income tax returns for resident and non-resident aliens.
• Representation of clients in connection with audits by U.S. Internal Revenue Service, Canada Customs and Revenue Agency and U.K. Inland Revenue.
• Maintenance of allocation schedules of the components of taxable income by tax character and timing, and preparation of Schedule K-1 for each investor.
• Tax planning with respect to related groups of entities to minimize entity-level income taxes and owners’ income and payroll taxes.
• Preparation of Passive Foreign Investment Company Annual Information Statements and related shareholder allocations.
• Automated systems to prepare and control the distribution of investor account statements and Schedules K-1.