Tax Services


We work to minimize your tax liabilities and to help you successfully navigate through complicated federal and state tax laws, regulations and issues.


Tax Return Coordination and Preparation

  • Prepare federal and state tax returns for private equity partnerships and private equity of funds, including those that have elected to be taxed as foreign or domestic corporations 

  • Prepare:

    • Partners' Share of Income, Deductions, Credits, etc. (Schedule K-1 - Form 1065)

    • Annual Withholding Tax Return for U.S. Source Income of Foreign Persons (Form 1042) and Foreign Person's U.S. Source Income Subject to Withholding (Form 1042-S)

    • Foreign Partner's Information Statement of Section 1446 Withholding Tax (Form 8805)

    • Foreign Bank Account Report (FinCEN 114)

    • State income tax withholding calculations and required forms for compliance 

    • Investor tax booklets

    • Forms 1099

  • Provide technical tax support 

  • Provide tax audit support and correspondence


Tax Consulting

  • Answer tax-related investor inquiries

  • Coordinate Forms W-8 and W-9 compliance and assess FATCA compliance

  • Calculate and track tax basis of investments and flow-through entity tax basis

  • Maintain individual partners' 704(b) and tax capital accounts

  • Advise on fund setup and entity structuring

  • Advise on the tax implications associated with investor or fund level transfers or mergers, including identifying FIRPTA transactions