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Private Equity Funds and Mergers & Acquisitions

Working with Evolved, LLC  you’ll gain access to CPAs and professionals who are experts in fund structures, partnership accounting, business and personal tax, and the complex regulations that apply to funds at every stage of their lifecycle.

Comprehensive Tax Services for Hedge Funds, Venture Capital Funds, and Private Equity Funds

Our private fund platform eliminates tax and compliance friction, so you can focus on what matters most — your investment strategy and execution.

Private Equity + Venture Capital

Our advice is specifically designed around the evolving tax compliance and risk management challenges private equity and venture capital funds encounter.

Private Equity + VC Services

  • Tax analysis of fund structures

  • Review of private placement memorandum

  • Investor reporting forms

  • Onshore and offshore tax returns for funds, GPs, and investment managers

  • Compliance for foreign funds and investors

  • Compliance with Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) and Automatic Exchange of Information (AEOI)

  • Tax notices and tax authority audits

  • Tax allocations

  • Waterfall calculations

Private Equity Portfolio Companies

Funds and their portfolio companies turn to us to creatively address a wide range of issues, including tax structuring and due diligence, transaction planning, compliance, and IPO readiness.


Portfolio Company Services:

  • Federal, state, local and international tax

  • Pre-sale tax readiness and transaction cost studies

  • Tax provisions

  • Tax modeling

  • M&A transactions

  • Stock basis + earnings and profits studies


Hedge Funds

We frequently help U.S. and foreign hedge funds mitigate risk, gain tax advantages, and elevate their operational efficiency.

Hedge Fund Services:

  • Tax analysis of fund structuring

  • Review of private placement memorandum

  • Preparation of K-1s for investors

  • Preparation of partnership income tax returns

  • Analysis of income for asset classification

  • Annual trader vs. investor analysis

  • Trader vs. investor deduction planning

  • Unrelated business taxable income calculations

  • Partner tax allocations under IRC Section 704

  • Foreign investment compliance

  • Wash sale, constructive sale, and straddle rule compliance

Ready to Evolve with us?