Clients - Michael Coglianese CPA, P.C.

Specializing in the financial industry, we provide exceptional value through personalized, cost-sensitive services and expertise for clients on 5 continents. As a strategic ally we partner with industry clients of all sizes and experience levels – from start-up to established firm – to help navigate risk requirements and the regulatory landscape.

Futures
Hedge Fund & Broker Dealers
Cryptocurrency

Futures

Our experience working in Compliance at the National Futures Association (NFA) has allowed us to provide futures industry firms with all of the tools to meet their CFTC and NFA compliance and accounting responsibilities.

COMMODITY POOL OPERATORS & FUTURES FUNDS
COMMODITY TRADING ADVISORS
INTRODUCING BROKER & SWAPS & FOREX
FUTURE COMMISSION MERCHANTS

Hedge Fund & Broker Dealers

Registered with the PCAOB and a member of the AICPA, our CPA team members are current on the latest accounting, audit, tax and compliance changes that affect hedge funds and broker dealers. Our streamlined process, stringent internal controls and a well developed system of quality control has been developed over 30 years of conducting Alternative Investment Audits.

INCUBATOR FUNDS
ESTABLISHED FUNDS
REGISTERED INVESTMENT ADVISORS
START UPS – PRIVATE EQUITY
BROKER DEALERS

Cryptocurrency

We specialize in the regulatory landscape of the cryptocurrency industry from tax matters to year end certified audits.

FUNDS
TRADERS
MINERS

Starting a Fund, CTA, or CPO?

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Your firm’s conduct in creating our pool’s annual audit was extremely thorough, timely, and professional. From the very beginning of this process your staff completed each step with marvelous competence and courtesy. They clearly are well experienced in making this potentially painful process as palatable as possible. The swiftness with which they gathered the necessary information was particularly impressive. I am writing these comments on January 23rd, just after filing with the NFA!

Chauncey DiLaura, Granem Capital

NFA Commodity Pool Operator

Very responsive and attentive – overall very impressed with the quality, delivery, and the professionalism of the team.

Tarik Riviere

North Gate Advisors, LLC

Your team, in cooperation with my fund’s administrator, has again made the process as painless as possible. I thank you for that.

I also like the regulatory updates that your firm sends out.

Full Scale Audit

Commodity Pool Operator

The best decision I made for my firm this year was changing my auditor to Michael Coglianese. Their service is first class and the audit process was smooth and painless. The service and attention to detail once again has exceeded my expectations. Mike, please have anyone who is a potential client call me and I will gladly recommend you. Thank you for a job well done!

Michael Burke

High ground Trading Group

The team worked diligently to perform our year-end audits in a timely manner, especially during these trying times. You guys are the best. Thank you.

Luke Adrian, CPO

East West Global

I am extremely pleased with the audit and tax work completed by Michael Coglianese CPA, P.C. for my managed futures funds over the past several years. I have found them to be proficient, diligent, and experts in their field. They maintain the highest standards and professionalism while making themselves available for communication at all times. I would highly recommend their firm to anyone in need of auditing or tax expertise.

Don Wieczorek, Purple Valley Capital Inc.

ONFA Commodity Pool Operator

The team at Coglianese is a pleasure to work with. They are very knowledgeable and were very helpful as we gathered the information necessary for them to perform the audit. The entire process was very smooth and done in a timely manner.

Jennifer Rickards

Jones & Company

Very professional and up-to-date. No hassle. Easy to work with.

Steve Baumhart

SJB Futures, LLC

Thanks very much for your fast and extremely efficient work on the audits for my two funds. As you promised Mike, it took very little of my time. Firms like yours (& Sudrania) are firms that allow little guys like me to have a shot at competing with the big guys and maybe grow ourselves someday! Y’all are the true backbone of the US Economy…

SAMIR VARMA

VS Asset Management LLC

As an emerging fund manager, it is a true pleasure working with the Coglianese team. Their expert work and attention to detail allows me to focus on navigating markets and growing our fund.

Matt Garofalo

Gold Sail Capital, Tax Preparation

Accolades to the team at Michael Coglianese CPA for their prompt and professional work on the 2013 Audit for the Alturas Capital Castle Fund. We are a nascent fund and new to the industry, patience and promptness were the order of the day to any inquiries or concerns that either party had. Really couldn’t be happier with the service.