Outsourced Finance and Accounting

Ensuring accurate reporting and streamlined operations so you can focus on what matters - your growth.

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Outsourced Finance and Accounting

Integrated Compliance Management and Fund Services tailored to the needs of private equity, venture capital, and other investment entities. We ensure operational accuracy and regulatory compliance across all stages of the fund lifecycle.

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Fund Tax Services

Partnership allocations, capital account and tax basis tracking, quarterly estimated tax projections for funds and investors, and tax planning for exit events, redemptions, and secondary transactions.

Compliance Management

Federal and state tax compliance services for partnerships, corporations, and exempt entities, along with compliance calendar management.

Fund Launch and Structuring Support

Guidance on legal entity selection, jurisdictional analysis, and coordination with legal counsel on fund documents and formation filings. We also manage EIN applications, tax ID registrations, and investor portal setup and administration.

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Fund administration, finance, and accounting

  • Monthly financial statement preparation (Balance Sheet, Profit & Loss, Cash Flow)
  • Bank account, credit card, and other account reconciliations
  • Budgeting, forecasting, and financial projections
  • Partnership allocations and capital statement preparation
  • Coordination with auditors and financial reporting teams
fund-administration-evolved-tax

Back office financial operations

  • Payroll processing and payroll tax reporting
  • Sales, Use and Property tax compliance and consulting
  • Fixed asset tracking and depreciation schedules
  • Form 1099 tracking and year-end filing
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Payroll processing and payroll tax reporting

Investor Reporting and Support

  • Custom investor reporting packets (financials, capital account statements, IRRs)
  • Responses to investor inquiries on allocations, K-1 & K-3 data, and tax implications
  • Foreign investor tax support, including treaty analysis and Form W-8 review
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Resources

Our Resource Center offers in-depth articles, expert interviews, and a library of downloadable guides, checklists, and tools designed to support and streamline your tax planning and compliance efforts.

Evolved Tax Client Service Checklist
To guide current (and potential) clients, we’ve gathered a list of Evolved Tax’s strengths when it comes to client service. Use the lists below to eval...
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Our Outsourced Finance and Accounting Experts

Our CPAs and tax professionals bring dedication, responsiveness, and pragmatic solutions to every relationship.

Max Grabar HeadShot-1
Max Grabar, CPA
Tax Manager
Max oversees the small business tax team at Evolved and works primarily with business owners on entity structures, tax planning, accounting and compliance. He is a CPA and a Notary Public.
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