Private Equity Funds and Mergers & Acquisitions

Specializing in fund structures, partnership accounting, and both business and personal taxation, all grounded in a deep understanding of the complex regulations that govern funds and investments.

Comprehensive Tax Services for Private Equity, Portfolio Companies and Real Estate Investment Funds

We provide specialized advisory services to private equity firms and their portfolio companies, driving value creation across the investment life cycle. From pre-acquisition due diligence and add-on integration to exit readiness and divestiture planning, our team delivers comprehensive, solutions-oriented support based on deep transactional and operational expertise.

Private Equity Services

For private equity firms and their portfolio companies, regulatory changes, active deal flow, and increasing operational complexity are accelerating - stay ahead of the curve.

Private Equity Services

  • Federal and State Tax Return Preparation
    • U.S. partnership tax returns
    • State composite and withholding filings
    • Nonresident partnership returns and compliance coordination
  • K-1 & K-3 Preparation and Reporting
    • Timely and accurate K-1 & K-3 generation for LPs and GPs
    • State apportionment reporting and disclosures 

  • Section 704(b) and Capital Account Maintenance
    • Maintenance of tax basis and GAAP capital schedules
    • Compliance with target capital and waterfall allocation models
  • Foreign Reporting and Withholding Compliance
    • U.S. International Tax Filings
    • FBAR, FATCA, CRS, and foreign investor withholding
    • FDAP, ECI, FIRPTA, and U.S. real property interest (USRPI) compliance
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Are you getting all of your K-1s on time? We can help!

Private Equity Portfolio Companies

Funds and portfolio companies turn to us for tax structuring, due diligence, transaction planning, compliance, and sell-side readiness.

Private Equity Services

Portfolio Company Services

  • Federal and multi-state corporate and pass-through income tax returns
  • ASC 740 (income tax provision) preparation and FIN 48 documentation
  • Sales and use tax return preparation and nexus compliance
  • Payroll tax compliance and employment tax filings
  • 1099 and 1042/1042-S filing and reporting support
  • Business tax license and state tax registration compliance
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Mergers & Acquisitions Tax Services

Buy-Side Support

  • Tax due diligence (federal, state, local, and international)
  • Deal structuring analysis (asset vs. equity purchase)
  • Entity selection and jurisdictional structuring
  • Tax modeling and cash tax impact analysis
  • Review of acquisition agreements for tax provisions

 

Sell-Side Support

  • Sell-side tax due diligence preparation
  • Exit and transaction readiness planning
  • Stock vs. asset sale analysis
  • Carried interest and GP incentive planning
  • Section 1202 and 1244 qualification analysis

 

Post-Transaction Planning

  • Legal entity rationalization and restructuring
  • Integration of tax functions and processes
  • Basis step-up planning and allocation of purchase price
  • Implementation of tax elections and compliance
  • Accounting method changes and elections
Mergers & Acquisitions Tax Services

Private equity M&A tax services that streamline diligence, structuring, and post-close planning to mitigate risk and maximize efficiency.

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.

On November 7th, 2024, the IRS released Form 15620 as the standardized form for taxpayers making the Section 83(b) election. This election allows taxpa...
When determining their tax reporting and compliance requirements, there are many factors that private equity firms must consider. Private equity firms ...
Reforms to the tax treatment of carried (profits) interest has been a topic for many years. The Administration aims to ensure equal treatment of labor ...

Our Private Equity Funds + Mergers & Acquisitions Experts

We bring dedication, responsiveness, and pragmatic results to every relationship.

Managing Partner
Matt brings over two decades of experience in tax planning, compliance, and advisory, including a substantial background at Big Four accounting firms, where he guided clients through complex and high-impact financial ...
Partner
Zaid advises clients on private equity acquisition and investment tax structures, emphasizing tax exposure identification and mitigation. He also advises on tax considerations related to entity formation, reorganizati...
Senior Tax Manager
Aisan oversees tax implementation for private equity clients and portfolio companies at Evolved. She manages the tax compliance team and interacts with state and federal tax authorities to resolve tax correspondence a...