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.

Invoice Balance Due

Price $1.00
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Individual Tax Compliance (Investment Manager) – Partial Payment

Price $790.00
Investment managers have special tax goals like maximizing carried-interest tax breaks and reducing payroll and SE taxes (FICA and Medicare) on advisory fees.
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First-Year Tax Compliance Client Evaluation: 15 Minutes

Price $79.00
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.
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Management Company Tax Compliance (Investment Manager) – Partial Payment

Price $790.00
Whether you receive advisory fees, profit allocation or both, we can add value to your management company tax returns.
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Hedge Fund Tax Compliance (Investment Manager) – Partial Payment

Price $1,575.00
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.
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