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