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Tax services

Get comprehensive tax and audit support for your alternative investment management firm with our tax support services. Our expert team covers tax preparation, filing and reporting, subscription services, tax audit support and outsourced tax managed services.

We also offer back-office operations, private equity administration, private equity portfolio company CFO/controller services, compliance, IT and cybersecurity, and fund launch services. With our accounting and tax support software, monitoring your tax data is simple and straightforward. Let us help you streamline your operations and achieve success.

Outside of the U.S., our Asia team provides expert tax guidance to both businesses and individuals. Our services include ensuring compliance with tax authorities and offering strategic advice on available tax reliefs, incentives, and allowances to optimize tax obligations and minimize liability.

We provide tax compliance, tax advisory services and tax managed services to fund managers, investment advisers and companies, private equity firms, fund of funds and family offices in the U.S. Streamline your operations with our suite of comprehensive services, including:

  • Tax compliance (preparation and filing of returns)
  • Tax advisory (tax planning and structuring)
  • Tax managed services
  • Tax provision preparation and assistance
  • Transaction planning and consulting
  • IRS and state audit support
  • S. partnership representative services

Tax compliance

Let us handle the minutiae of your tax preparation, filing and reporting. Our robust accounting and tax support software enables you to monitor your tax data when you choose, freeing you to manage the finer details of your business—not your taxes.

Tax advisory

With years of experience under our belts, our expert team provides industry-leading advice for maximum savings, all while ensuring full compliance.

Tax managed services

Our experienced team can assist in the review of tax returns and positions prepared by other third parties to ensure accurateness under the laws of the tax code both at the federal and state levels.

How are private equity and hedge funds taxed in the U.S.?

Private equity firms and hedge funds enjoy special provisions under the U.S. tax code. They are generally structured as pass-through entities, which allows them to pass their tax obligation to investors or limited partners.

Efficiency meets accuracy

Our Fund Administration and U.S. Tax teams work together to produce efficient and accurate tax compliance documents. We approach tax planning as a proactive journey rather than a reactive measure.

Technology

We leverage best-in-class technology to produce timely tax reports and estimates, saving time and reducing errors with proprietary automated workflows. We don’t merely input your data; we analyze it to identify opportunities.

A wide range of services

Our U.S. Tax team provides a full suite of services, from high-level strategy to return preparation, signing, and filing. We review and sign the returns ourselves, bypassing the need to hire external partners and saving you time and money.

 

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Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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