Best in Class CPA Services for Alternative Investment Firms

The Michael Coglianese CPA, P.C. team serves financial clients of all sizes and levels of experience, from small startups to established firms, helping them to skillfully manage risk, achieve operational efficiency, and maintain regulatory compliance.

Leveraging 30 years of ​deep industry experience

Our client-centric approach offers personalized, cost-effective services for clients worldwide.

​Registered with the Public Company Accounting Oversight Board (PCAOB) and the Association of International Certified Professional Accountants (AICPA) members, we are committed to excellence and best-in-class financial services for hedge funds, securities, futures, cryptocurrency, and alternative investment businesses.

With diverse expertise from Big Four firms and regulatory bodies like NFA, SEC, and PCAOB, our highly experienced team provides innovative risk management solutions and strategies while ensuring strict industry regulation compliance.

At the forefront of evolving accounting practices in the investment sector, our teams integrate leading-edge tools and strategies to optimize financial reporting, risk management, and compliance processes, ensuring our clients maintain a competitive edge. ​

Capitalizing on extensive knowledge and insights into market trends, complex financial instruments, and regulatory requirements, our specialists create progressive strategies that optimize operational efficiency and mitigate risks.

Who We Serve​

With a 30-year legacy of serving the futures industry, we have been at the forefront of guiding our clients through significant innovations and regulatory developments. Our experience in compliance at the National Futures Association (NFA) has been instrumental in equipping futures industry firms with the essential tools to meet their Commodity Futures Trading Commission (CFTC) and NFA compliance and accounting responsibilities.

From risk management and internal controls to financial reporting and compliance, our services are engineered to facilitate the growth and stability of your business.

  • Introducing ​​Brokers, Forex & ​​Swap Firms ​​
  • Broker Dealers
  • Futures ​​Commission Merchants​​
  • Registered Investment Advisors
  • Proprietary Trading Firms​​
  • Management ​​Companies

The complexities of fund management requires a seasoned partner equipped with leading-edge industry knowledge and insights that impact hedge funds and broker-dealers. Our proactive approach allows us to anticipate challenges and identify growth opportunities while ensuring regulatory compliance. ​

Whether you require fund formation, tax planning, accounting strategies, or compliance support, our team provides reliable solutions tailored to your goals.

  • Incubator Funds

  • Hedge Funds

  • Registered Investment ​​Advisors ​​

  • ​Broker ​​Dealers ​​​

  • Start Ups – Private Equity ​​​​

  • Managed Futures

Having operated in the blockchain and cryptocurrency space from its inception, we specialize in its regulatory framework, providing comprehensive solutions ranging from expert tax advice to year-end certified audits. ​

Whether you seek guidance on tax optimization, accounting best practices, or complex compliance issues, we are committed to staying ahead of the curve, adapting our expertise to meet the changing needs of our clients.

  • Funds
  • Traders
  • Miners

Achieve new levels of success through a partnership with Coglianese CPA P.C.

Our team provides expert guidance to ensure full compliance while empowering you to confidently drive growth. Let’s discuss how our tailored solutions can facilitate your success. Contact us today to learn more. ​