Funds of all sizes from around the world are increasingly expressing interest in the U.S. market. Frequently, fund managers face challenges when it comes to identifying an efficient tax structure that aligns with their overarching investment strategy. Moreover, these funds may lack familiarity with U.S. operations, especially in areas such as payroll management, accounting, and legal affairs.

Our team possesses extensive expertise in navigating the complexities of establishing the optimal structure, addressing annual tax compliance requirements, and even formulating a well-founded exit strategy. Through our affiliation with Zahn Law Group, LLP, we have the capabilities to seamlessly manage all corporate legal, tax, and accounting aspects, ensuring your ability to effectively oversee your investments.

What can we do

· Entity formation

· Bookkeeping & Payroll

· Tax Return Preparation

· Tax Structure & Planning

· International Tax Compliance & Quantitative Services

Cash repatriation
Efficient use of foreign tax credits
Tax Treaty planning
Controlled Foreign Corporation filings and calculations
Passive Foreign Investment Corporation (PFIC) filings and calculations

· Tax Controversies with IRS

· Research Credit and Other Tax Incentives

Private Equity