Mutual Fund Solutions

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  • Tax Support Services

    tax papersOur dedicated tax professionals offer specialized knowledge, industry experience and targeted expertise to assist you planning strategies and compliance.

    We provide smart consultation and value-added tax services for any type of fund investment strategy. Plus, our team of professionals is set up to monitor tax law and regulatory changes. We ensure your funds are aligned with the most current and proactive solutions.

    In addition, we offer industry-leading technology solutions, including an automated wash sale system, an automated PFIC identification system and a variety of internal automated processes to streamline our exceptional services.

    Drawing upon our team’s experience and extensive network of auditor, IRS, and industry contacts, we provide our clients with a full range of high quality tax services
    • Full FATCA compliance support and consultation
    • Federal and state income tax return preparation services, including state apportionment calculations
    • Preparation of TDF and 1099-MISC forms
    • Preparation of RIC, C Corp and hedge fund tax returns
    • Full federal and state tax services available for MLP funds, including state apportionment analyses and lot allocation methods
    • Expertise and automated services available for transfer-in-kind transactions, fund liquidations and mergers