Top International Tax Filing and Consulting/Bookkeeping for Investment Advisors .

Investment Advisory


We work with sponsors and participants during the entire fund/joint venture cycle, and we understand the key structuring, tax and audit issues that drive successful fund formation, operations and exit.

Our focus is to collaboratively address the structuring implications for inbound and outbound transactions for your fund (buy-out, real estate, distressed debt, etc.) so you can benefit from effective planning for sponsors and each class of investor. Validation of our experience includes serving private equity and investment management clients that range from startup firms with a single asset class and simple structuring needs to internationally recognized private equity firms with complex structuring needs and sophisticated investors.

  • Financial Reporting
  • Federal, state & local, international tax consulting & compliance
  • Investor tax reporting and delivery
  • UBTI analysis and reporting for tax-exempt investors
  • Acquisition due diligence
  • Personal income tax compliance and planning
  • Sophisticated partnership allocation and distribution waterfalls, carried interest and catch-up distributions
  • Preferred returns and IRR calculations

Our Services

US Tax filing from India

Tax Services

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Financial Tax Planning

Financial Statements & Reporting

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Accounting and Bookkeeping

Bookkeeping & Business Management

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Audit Assurance

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Benchmarking & Industry Analysis

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Business Start Up

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Registration & Licenses

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FDI Consulting

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Forensic & Investigations

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