Tax Preparation & Filings
We understand how important it is to keep things running smoothly behind the scenes. That’s why we take care of preparing all the necessary documents for independent auditors and tax advisors—right down to the audit confirmations for your LPs. By handling the details, we help ensure everything is in place for seamless reporting and compliance.
Investor Classification & Tax Residency
We collect the necessary information on investor classification and tax residency to perform the regulatory reporting in line with the Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA).
Registering Classifications & Gap Analysis
Our team registers investor classifications and conducts thorough gap analyses to identify missing or additional information required for accurate tax reporting and compliance, ensuring all bases are covered.
Fund Classification & Registration
We ensure that we collect the correct information and conduct appropriate reporting.
Reporting & Communication with Authorities
Our experts manage communication and reporting with local tax authorities, ensuring that all regulatory filings are accurate, timely, and in full compliance with applicable tax laws.
