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

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.

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

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

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.
Our Private Equity Funds + Mergers & Acquisitions Experts
We bring dedication, responsiveness, and pragmatic results to every relationship.