Tax Preparation and Proactive Planning
Optimize tax efficiency and reduce liabilities with strategic planning, compliance support, and preparation built for alternatives.
As a PCAOB-registered CPA firm and AICPA member, we bring rigorous standards and familiarity with the complex tax rules that govern the alternative investment industry—so filings are accurate and on time.
Our tax team includes professionals with Big Four backgrounds, so you benefit from strong technical training paired with real alternatives experience. When you work with Michael Coglianese CPA, P.C., you get the quality and depth typically associated with global firms—plus direct access to senior professionals, clear communication, and fees that reflect an efficient, specialized model.
Effective State And International Tax Representation
Whether you operate in one state, across multiple states, or internationally, we help you manage complex filing and compliance requirements with confidence. Our team tracks federal, state, and local tax changes—both significant and subtle—to identify planning opportunities and reduce avoidable exposure. We also support alternative investment structures such as master/feeder funds, including vehicles domiciled in offshore jurisdictions like the Cayman Islands, the British Virgin Islands, and Bermuda.
Strategic Quarterly Tax Planning
Tax preparation is only part of protecting your results. Through strategic quarterly planning, we work to reduce year-end liability across the fund, management company, and personal levels. By identifying opportunities early and addressing issues before they escalate, we help you make informed decisions, improve estimated tax accuracy, and maintain stronger control over cash flow.
Contact us to experience tax services built for alternative investment firms and tailored to your structure.
We serve a broad range of clients with tax preparation services.
Individual Returns
Partnership Returns
Tax Preparation
S-Corp Returns
Cryptocurrency Trading
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