We work with Hedge Fund Partners and Equity Traders
If you receive a K-1 from your fund, we are the tax firm for you.
Your tax return is a balancing act of gains, losses, interest, dividends, investment interest expense & more. It deserves a more nuanced approach than a typical CPA can offer.
Over 80% of the tax returns we review contain errors or missed opportunities.
Reduced by:
$52,000
Tax Liability
"Jack had over $250,000 in unused investment interest expense from prior years"
"Jack, a successful quantitative analyst for a fund in New York, engaged our firm for tax planning. Upon our review of his prior year tax return and K-1, we discovered that Jack had over $250,000 in unused interest expense, resulting in a $52,000 refund".
Jack - Quantitative Analyst
You probably overpaid in taxes last year. Let's take a look.
We start by reviewing your prior year return to look for missed opportunities.
The additional savings we find in your prior year return often cover the cost of our services.
Our clients typically save tens of thousands in taxes with our specialized approach. How's that for an ROI?
We don’t just do your taxes, we fine-tune them.
We go beyond basic tax preparation. We proactively plan throughout the year to ensure you're aligned with the best strategies for minimizing tax liabilities.
Our approach is detailed, personalized, and always compliant with the latest tax laws and regulations.
It's not just about filling out forms; it's about finding opportunities that others usually miss.
