Investment Managers

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.

Hedge Fund Tax Compliance (Investment Manager) – Partial Payment & Minimum Price

Price: $1,995.00

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.

Individual Tax Compliance (Investment Manager) – Partial Payment & Minimum Price

Price: $995.00

Investment managers have special tax goals like maximizing carried-interest tax breaks and reducing payroll and SE taxes (FICA and Medicare) on advisory fees.

Management Company Tax Compliance (Investment Manager) – Partial Payment & Minimum Price

Price: $995.00

Whether you receive advisory fees, profit allocation or both, we can add value to your management company tax returns.