Tax Services
Business tax returns
1099 filing
R&D credit support
Sales tax filing
Tax planning
Quarterly estimated taxes calculation
Other Services
Cryptocurrency tax services
Tax advisory
Accounting & Tax services for Funds & SMBs
The fastest and most advanced fund platform in the world.
Accounting Services
Bookkeeping setup
New client onboarding
Bank reconciliations
Expense coding
Ongoing support
Receipt management balance
Balance sheet reconciliations
Dashboard reporting
Annual budget
Bank account setup
Bill payment
Cash management
Forecasting
Benefits of our Accounting Services
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
Payroll Services
Payroll
Payroll registration - State
Payroll setup
People advisory services
Benefits advisory
General consulting
Ongoing payroll/HR services
Payroll setup and implementation
People planning forecasting
Reporting Strategy sessions
Benefits of our Payroll Services
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
Virtual CFO & Advisory
Key Features:
Budgeting
Cash flow weekly update
Recurring VCFO
VCFO setup & management training
Benefits:
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
Benefits
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
See what Allocations customers have to say about us
“As a fund manager, the happiness of my LPs is of paramount importance. Using Allocations, my LPs can now co-invest in startups with me through a simple click of a button. The platform's clean user experience and 24/7 responsive customer support allow me to serve my LPs with immense speed, convenience, and transparency.”
Jai Malik
Countdown Capital
“…we were very impressed by how Allocations handled our SPV. We’ve tried almost all the existing platforms, and Allocations was by far the best of the breed. Thank you! We firmly believe that Allocations can become the new standard in fund creation and management over the next few years.”
Mario Moscatiello
Flex Capital
“Thank you team Allocations for making my climate tech dream for the average investor a reality and helping us solo GPs sleep better at night.”
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Kunal Sethi
Prithvi Ventures
FAQs
When will my tax return be completed?
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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.
What if I receive a notice from the IRS or a state tax agency?
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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.
View Accounting & Tax pricing
Go deeper with SPVs
and Funds