Elevate Middle Office Performance: Automation, AI, and Expert Support
Create efficiencies and allow business continuity while controlling costs with our middle-office support services customized to clients' requirements and future goals.
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Optimize Your Middle Office Workflows
niche player in the 2024 Gartner® Magic Quadrant™ for f&a
Leveraging readily available skilled workforce and the right technology adoption of automation, AI/ML, Analytics, etc., for critical middle-office workflows, reduce costs, and improve operational efficiency & transparency.
Create efficiencies and allow business continuity while controlling costs with our middle-office support services customized to clients' requirements and future goals.
Key Offerings for Tax Services
Our tax services cover a wide range of needs, including:
Forms Handling
Drafting forms (SS-4, W-9, W-8, CRS), applying for EINs via the IRS portal for domestic and foreign entities, and preparing Form 966.
Maintenance
Maintaining annual filings, updating staff changes, creating and maintaining corporate, fund, and deal structure charts.
Formation and Dissolutions
Handling formation and dissolution of domestic (US) and foreign (Cayman Islands) entities.
K-1 Review
Reviewing K-1 forms.
Global KYC
Managing global KYC requests from third parties, prime brokers, and counterparties, and assisting with corporate bank account openings and onboarding.
EFTPS
Enrolling entities and inputting payments through EFTPS.
FBAR
Assisting with FBAR filing.
Reporting
Providing daily, weekly, and monthly reports, including PTP Qualification Reports.
Tax
Managing state and federal tax notices and preparing tax packages with various entity reports for tax calculation.
Validation
Validating invoices and assisting with state and federal tax payments through Workday.
Our Differentiators:
What Sets Us Apart
Experienced Tax Professionals
Our team possesses deep expertise in tax law and regulations.
Global Reach
We handle tax compliance for entities across jurisdictions.
Technology-Enabled Solutions
We leverage advanced tools and systems for efficient tax management.
Client-Focused Approach
We tailor our services to meet your specific needs.
Proactive Tax Planning
We help you optimize your tax strategy to minimize liabilities.
Our Approach to Tax Management
We deliver value through:
Deep Expertise
Extensive knowledge in legal entity formation, dissolution, and structure charts for domestic and foreign entities.
Improved Operational Efficiency
Standardizing workflows and automating manual processes.
Cost-Effective Solutions
Flexible and cost-effective engagement models.
strategic client partner
Take the Next Step
Add a skilled team of tax professionals to your team. CES can help you with efficient and cost-saving processes during the tax season and boost profitability.
Contact us today