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Tax Services

Ensure effective procedures abiding by all applicable laws and regulations with timely filings supported by tax experts.

Effective Global Entity Management Services

Our end-to-end legal entity tax management services ensure that your tax strategy complies with local, state, and federal tax laws, from entity formation to dissolution. Our experienced tax experts help firms with various services covering the entire legal entity life cycle, including formation, maintenance, and dissolution.

We prepare all US federal and state forms customized to the needs of each client and particular fund. With a demonstrated ability to assist our clients in developing a legal entity database, we currently manage over 10,000 legal entities.

Key Offerings for Tax Services

Forms Handling

  • Drafting various forms like SS-4, W-9, W-8, and CRS and applying EIN# via the IRS online portal for domestic entities and non-US entities via telephone with an IRS representative.
  • Form 966 preparation.


  • Maintaining Annual filings, Staff changes.
  • Structure chart creation and maintenance of Corporate, Fund, and Deal related structure charts.
  • Formation and dissolutions of Domestic (US entities) and Foreign (Cayman Island entities).
  • Review of K-1’s.

Global KYC

  • Handling the global KYC requests which we received from different third parties / prime brokers/ counterparties. Assist in gathering information whenever we have corporate bank account openings, onboarding of trade, and FX onboard request.


  • Enrolment of entities and inputting of payment through EFTPS.


  • Assisting EY in FBAR filing by collecting all the required information like Bank Foreign bank account details.


  • Providing various Daily, Weekly & Monthly reports.
  • PTP Qualification Reports.


  • Maintaining State & Federal tax notices.
  • Tax Packages that include various reports of entities for tax calculation.


  • Validation of Invoices, we assist in the payment of State & Federal taxes of entities through Workday.
  • We assist in the payment of State & Federal taxes of entities through Workday.

How We Deliver Value?

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Deep Expertise

Deep Expertise in various legal entity formations, dissolutions, and structure charts – Domestic (US entities) and Foreign (Cayman Island entities).

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Improve Operational Efficiency

Improve Operational Efficiency by standardizing workflows and automating manual processes.

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Flexible & Cost-Effective engagement models customized to the client’s needs.

Add a skilled team of tax professionals to help you with efficient and cost-saving processes during the tax season and boost profitability.