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  • ABOUT
    • Who We Are
    • Careers
  • SERVICES
    • Services
    • Accounting
    • Audits + Assurance
    • NFA Regulatory Compliance + Consulting
    • Tax Preparation
  • CLIENTS
  • RESOURCES
    • Insights
  • CONTACT US
  • LOGIN TO SHAREFILE

Big Four Quality. Boutique Care.

Supporting alternative investment firms for over 30 years with a team of 30 plus. Offering audit, tax, and consulting.

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Are You Starting a Fund, CTA, or CPO?

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Are you a broker dealer, introducing broker, or RIA?

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Experience that speaks for itself.

Our team at Michael Coglianese CPA, P.C. includes former regulators and Big Four professionals who are often asked to speak on industry panels. We understand both the technical and practical sides of the alternative investment industry, which allows us to meet the highest professional standards while maintaining the accessibility and attention of a boutique firm.

Our client relationships are built on our reliability, care, and deep industry knowledge. Every engagement is handled by seasoned professionals who communicate clearly and deliver on time. That’s how we serve you, so you can focus on your core business.

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Serving Clients Across Five Continents

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

    Steve Baumhart

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    “Working with Michael Coglianese and his associates was such a breeze. They provided everything in a timely manner, and were extremely responsive. Just 6 weeks after I requested a thorough compliance review my firm was audited by the NFA, and it made it an easy process for us. I would thoroughly recommend working with them in this area.”


    Glenn Graham

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    “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

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    “Efficient and effective audit of my firm was performed by the Coglianese team. Timely and smooth experience for our company.”


    Jason Norine

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    “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.

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    “I’m happy to tell anyone personally you’ve done a good job on a timely basis at a very fair cost. Also, the firm has been helpful on other issues along the way, and willing to go beyond the normal scope of projects. I have been a client since 1996.”


    Steve M.

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    “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

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


    Tarik Riviere

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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. The 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

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    “After working with a Big 4 firm for many years on our audits, Laura and the rest of the team at Michael Coglianese were a breath of fresh air! It was so nice to have a team that was knowledgeable about our industry and very efficient in getting the job done.”


    Full Scope Audit, Internal Control Review Client

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    How We Can Serve You

    Accounting

    Here for you, for any question, at an affordable price.

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    Audits & Assurance

    Big Four caliber audits.
    Always delivered on time.

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    NFA Regulatory Compliance & Consulting

    Expert advice to help you navigate every detail.

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    Tax Preparation

    Seasoned professionals optimizing your tax position.

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    Our Clients

    Our clients in the alternative investment industry range from start-ups to established firms, turning to us for our deep expertise and reliable service. We understand the regulations, reporting standards, and expectations unique to each sector, and we always deliver on time.

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    Futures Industry

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    • Commodity pool operators & futures funds
    • Commodity trading advisors
    • Introducing broker, swaps & forex
    • Future commission merchants

    Hedge Fund & Securities Industries

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    • Broker Dealers
    • Hedge Funds
    • Registered Investment Advisors – Custody

    Cryptocurrency Industry

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    • Cryptocurrency funds
    • Cryptocurrency traders
    • Cryptocurrency miners

    Not-For-Profit

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    • Charities
    • Associations
    • Religious organizations
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    Industry News

    ’Tis the Season for Leverage, Loopholes, and Loaded Questions

    Crypto is inching closer to the mainstream — the CFTC just greenlit Bitcoin, Ethereum, and USDC as margin collateral, while the IRS is finally closing a long-popular reporting loophole.

    READ MORE

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    Wen Futures Capital Management’s Journey with Michael Coglianese CPA, P.C.

    Wen Newman brought talent, grit, and vision to the table. Michael Coglianese CPA, P.C. brought three decades of industry-specific accounting expertise and a client-first approach.

    READ MORE

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    November to Remember: Shutdowns, Showdowns, and Tokenized Takedowns

    We were reminded in November that disruption is the only constant — whether it’s another government shutdown looming, traditional finance embracing blockchain, or legendary investors like Michael Burry once again sounding the alarm.

    How to Value Level 3 Assets During a Liquidity Crunch

    Liquidity crunches aren’t the time to improvise your Level 3 valuation process. They’re when weak models, thin documentation, and inconsistent governance get exposed — by auditors, regulators, and investors.

    What Is a Commodity Pool Operator (CPO)? Roles, Obligations, and Benefits

    Understanding the definition, responsibilities, and regulatory framework surrounding a Commodity Pool Operator is critical for any manager or trader involved in futures or derivatives markets.

    Wash Sale Rule Basics for Active Traders and Fund Accountants

    Sell a security at a loss and buy the same (or “substantially identical”) security within 30 days before or after? The wash sale rule kicks your tax deduction down the road.

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    Partner with a team you can count on, year after year.

    We’re here to serve you as your partner. To get started, fill out this form, and we’ll be in touch with you soon.

    Lincolnshire Office

    Michael Coglianese CPA, P.C. ​
    300 Tri State International
Suite 180
    Lincolnshire, Il. 60069 ​

    630.351.4005

    info@cogcpa.com

    CONTACT US

    300 Tri State International, Ste 180  Lincolnshire, IL 60069

    630.351.4005

    info@cogcpa.com

    Michael Coglianese CPA, P.C. is proud to be registered with the PCAOB and a member of the AICPA.

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