Adding Value to Your Business

As an investment entity, you take care of others’ money, which is a complex business. We can remove some of the burden, by helping your business manage all the specific tax rules, so you can focus on your clients’ investments.

Some of the many ways we’ve helped investment entities include the following:

  • Tax compliance services including disclosure for foreign financial assets or foreign corporation transactions
  • Tax planning at both Federal and state level
  • Assist in determining how to gift ownership interests to future generations
  • Family limited partnerships
  • Compliance audits under Rule 206(4)of the Investment Advisors Act of 1940
  • Year-end planning and review
  • Analysis and reconciliation of investments from Jan 1 – Dec 31

Are you an investment entity needing some accounting and tax help? Let us help. Contact us today and we’ll show you how.


T 703.237.2500

F 703.237.3616

6402 Arlington Blvd., Suite 1130
Falls Church, VA 22042-2333