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FUND TAXES //

Our highly experienced tax team act as an extension of your own team. We’ll consult with you on all aspects of your funds’ taxes and perform a variety of tax services, which will free up your CFO to focus on important business objectives.

Our Capabilities

  • Initial tax consulting about Form 1065 filing, deadlines, deliverables, and distribution of K-1s.
  • Support for tax return preparation, including necessary financial and investor information.
  • Preparation and filing of Form 1065 with applicable state filing.
  • K-1 generation and distribution.

UNIQUE BENEFITS

EXCEPTIONAL EXPERIENCE
LOW COSTS + INCREASING BANDWIDTH
CUSTOMIZED SERVICES

Exceptional Experience

Our full suite of services help CFOs, CPAs, attorneys, and private equity organizers to navigate both basic and complicated financial and regulatory requirements. We act as trusted fund tax advisors, putting our experience to work for you with best practices for tackling compliance and regulatory issues.

Lower Costs + Increased Bandwidth

Assure makes it cost-effective to outsource part or all of your fund tax responsibilities. Our innovative technology allow us to do the job with increased accuracy and efficiency, increasing your bandwidth and helping you control costs by consolidating multiple responsibilities within a single outsourced platform and partner.

Customized Services

We’ll customize our services to match your budget and needs, taking on part or all of tasks required to file your fund taxes. That could be just initial tax consulting, just generating the necessary financial information required, or helping you with the entire process from consultation through K-1 distribution.

Fund Accounting and Taxes One-pager
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© 2018 Assure Holdings, LLC. All rights reserved. Assure is a registered trademark of Assure Holdings, LLC.

Assure is not in the fund advisory business and does not hold itself out to the public as an investment adviser or a placement agent. Assure does not charge or receive commissions or success fees.