Tax Preparation and Strategic Planning

Optimize your firm’s tax efficiency and minimize tax liabilities using our strategic tax planning, compliance, and preparation services.

As a distinguished CPA firm registered with the PCAOB and a proud member of the AICPA, we have built a strong reputation for mastery of the intricate tax laws that govern the alternative investment industry. 

Our tax staff includes professionals from the Big 4 accounting firms, which means you benefit from top-tier talent with deep industry knowledge focused on your unique tax challenges. When you choose Michael Coglianese CPA, P.C., you can expect the same level of quality and expertise offered by large, global firms, with the added advantage of personalized service at a more cost-effective rate.

Effective State And International Tax Representation

Whether you operate in a single state, multiple states, or conduct business across international borders, Michael Coglianese CPA, P.C. is highly proficient at managing complex tax requirements. Our team is consistently up to date on all tax code changes, both significant and subtle, to maximize your tax planning opportunities. Our expertise extends to tax preparation for master/feeder funds domiciled in offshore jurisdictions such as the Cayman Islands, British Virgin Islands, and Bermuda.

Strategic Quarterly Tax Planning

Our commitment to your financial success extends beyond mere tax preparation. Through strategic quarterly tax planning, we aim to minimize your year-end tax liability at every level, including the fund, management company, and personal levels. By proactively identifying opportunities and challenges, we help you make informed decisions and optimize your tax positions.

Contact us today to experience professional tax services tailored to the unique requirements of your firm.

We serve a diverse range of clients with tax preparation services.

Discuss Your Needs With Us