We focus tax compliance for start-up, incubator, and smaller hedge funds and their investment advisers. We handle annual tax return planning and preparation, including investor K-1s at year-end, plus management company and individual tax return preparation and planning for the owners.
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Investment managers have special tax goals like maximizing carried-interest tax breaks and reducing payroll and SE taxes (FICA and Medicare) on advisory fees.
If you would like to purchase our tax preparation and planning service for the first time, we require a 15-minute client evaluation before inviting you to sign up for our tax compliance service.
Whether you receive advisory fees, profit allocation or both, we can add value to your management company tax returns.
Hedge fund tax preparation depends on investor-level accounting to properly allocate gain, loss and expense to investors on annual tax Schedule K-1s. Trader tax status is important as are key tax treatment elections like Section 475 MTM on securities, Section 988 on forex and Section 1256 contracts.