Specialized Audit, Tax, Compliance, and Accounting for Alternative Investment Firms

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Strengthen your firm’s growth and resilience by building investor and regulator confidence.

Rely on the Michael Coglianese CPA team for financial statements, investor reports, and compliance documentation that stand up to due diligence. We also help you improve tax efficiency through strategic planning and compliance support—so you can reduce liabilities, maximize returns, and allocate resources more effectively, with fewer surprises at year-end.

For more than 35 years, Coglianese CPA, P.C. has delivered services designed for the distinct financial and regulatory realities of the alternatives space. With leadership experience from the National Futures Association (NFA) Compliance Department, we bring a regulator-informed perspective and practical tools to help you meet audit, accounting, tax, and ongoing compliance responsibilities under one roof.

We stay current on evolving accounting, audit, tax, and compliance guidance and regularly contribute to industry education as futures experts. This continuous engagement helps you respond quickly to change, communicate confidently with stakeholders, and compete with the credibility investors expect.

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Our Services

Accounting

Streamline records management and produce investor-ready financial statements.

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Audits & Assurance

Independent assurance to meet alternative investment reporting and compliance requirements—with clear timelines.

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NFA Regulatory Compliance & Consulting

Reduce regulatory risk and navigate futures and derivatives compliance with experienced guidance.

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Tax Preparation

Optimize your tax position while staying compliant across complex structures.

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Memberships And Registrations

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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