Venture Capital Fund Services
- U.S. partnership tax returns
- State composite and withholding filings
- Nonresident partnership returns and compliance coordination
- Timely and accurate K-1 & K-3 generation for LPs and GPs
- State apportionment reporting and disclosures
- Footnote customization for foreign, tax-exempt, and blocker entities
- Book-tax capital account tracking
- Maintenance of tax basis and GAAP capital schedules
- Compliance with target capital and waterfall allocation models
- Forms 8865, 5471, 8858, 8621 (PFIC), and 8938
- FBAR, FATCA and CRS classification and reporting
- Forms 1042/1042-S for foreign investor withholding
- FDAP, ECI, FIRPTA and U.S. real property interest (USRPI) compliance
- Entity selection and formation strategy
- Federal, state, and local income tax compliance
- ASC 740 (income tax provision) preparation and support
- Sales and use tax compliance and nexus analysis
- Exit and M&A tax planning
Our Venture Capital + Start Up Services 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...
Director
Jarrod advises high net worth individuals and family office clients on tax planning, entity structuring and beneficial tax positioning. He is a Certified Public Accountant with more than a decade of experience
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...
