Michael Coglianese CPA. P.C.


Services

Audits
We offer the same quality as national firms but provide personalized service at a more cost effective fee. In fact, our auditing staff consists of previous auditors from the Big 4 national auditing firms.

Hedge Funds Futures Funds
Introducing Brokers Broker Dealers
Futures Commission Merchants Foreign Dealer Merchants
Trading Advisors General Partners

Tax Preparation
We have been preparing tax returns for over 20 years for firms that specialize in the securities and futures industry. Whether it is tax preparation for your fund or management company, we will prepare the necessary tax returns and supporting schedules in an efficient manner.

Limited Partnerships Corporations
Limited Liability Corporations Limited Liability Partnerships
Personal Taxes General Partners

Registration
We have been expediting National Futures Association, CFTC, and Broker Dealer registration for over 20 years.

Commodity Pool Operators Commodity Trading Advisors
Futures Commission Merchants Foreign Dealer Merchants
Introducing Brokers Broker Dealers

NFA Compliance
Being educated by the NFA as a compliance auditor provides you with invaluable knowledge of the regulations and rules. Whether it is an exemption issue concerning your operations or developing the required written operating procedures, we have done it all.

Anti-Money Laundering (AML) Reviews
Regulatory Filings and Exemption Consulting
Mock NFA Compliance Audits
Written Operational Procedures, AML, Disaster Recovery, Ethics, Branch Office Procedures, Privacy

Accounting
We pride our service on timely turn around with exceptional accuracy.

Monthly and Year End Financial Statements
Performance Tables