The fastest and most advanced fund platform in the world.
Peace of mind that your books are in order
We leverage technology to make accounting more simple, efficient, and useful
Accurate reports each month
Automate back-office processes to give more time back to fund managers
Peace of mind that payroll and tax compliance is taken care of correctly
People advisory services to answer your questions
We use technology to make payroll easier and reduce errors
Leverage your accounting information to make business decisions
Help businesses capitalize on opportunities by optimizing financial assets
Reporting that provides meaningful insights for business owners
Experience across a wide range of industries and organization sizes
Rich network of contacts
Ongoing support to answer your questions without worrying about hourly billing
Peace of mind
Offload your tax and compliance work so you can focus on managing your investments
Planning for tax cash flow
Implementing tax planning strategies in real-time
In addition to business taxes, we provide individual tax services and help with cryptocurrency tax issues
The deadline for most income tax returns is either March 15 or April 15, depending on the type. There is also a 6 month extension available, if needed. We can typically have your tax returns completed within 2 weeks of when we receive all tax documentation from you. Turnaround times may increase in the weeks leading up to a deadline, though.
Receiving a tax notice is normal and typically not cause for alarm. Notices should never be ignored, though, and our team of experts can help you understand the notice and what action you should take. We can even contact the tax agency on our clients' behalf to get additional information, if needed.