Expert Audit, Tax, Compliance, and Accounting Solutions for Alternative Investment Firms

Foster your firm’s growth and stability by building upon investor and stakeholder confidence.

By relying on the expertise of the Michael Coglianese CPA team, you can ensure meticulous financial statements, investor reports, and compliance documentation. In addition, we can help you optimize your tax efficiency, maximize returns, and allocate resources more effectively with strategic tax planning and compliance services, that can significantly reduce tax liabilities.

For over 30 years, the Coglianese CPA P.C team has provided a range of services tailored to address the distinct financial and regulatory challenges facing the alternative investment sector. Our experience working in the Compliance Department at the National Futures Association (NFA) has helped us to provide our clients with the most comprehensive tools to meet all compliance and accounting responsibilities.

We keep current on all the latest accounting, audit, tax, and compliance changes and frequently serve on educational panels as experts in the futures industry. Our deep industry expertise has earned us a reputation as a trusted partner for firms seeking to thrive in today’s competitive landscape.

Our Services


Simplify your records management while compiling your financial statements. 

Audits & Assurance 

Gain assurance to meet the unique challenges and compliance requirements that alternative investment firms face. 

NFA Regulatory Compliance & Consulting 

Minimize regulatory risks and navigate the complex landscape of futures and derivatives compliance.  

Tax Preparation

Optimize your tax position while ensuring compliance with applicable regulations. 

Discuss Your Needs With Us