Whether your needs are Fund Administration, Middle Office or Tax services, Conifer’s comprehensive suite of services has the right solution for you.

The Conifer Tax Services team is comprised of experienced tax professionals who provide services such as:

  • Preparation of investor tax reporting (e.g. Form 1099s, tax estimates, Schedule K-1s and PFIC statements)
  • Preparation of federal and state income tax returns
  • Responding to IRS and state tax authority inquiries
  • Ad hoc tax consulting services
  • Maintain tax capital accounts and investment roll forwards
  • Provide digital K-1 packages by investor by fund
  • Assist with W-9 and W-8 form compliance
  • Coordination with CPA firm’s annual tax review

Tax laws are modified frequently, adding a layer of complexity for fund managers and investors alike. The regulatory environment governing the management of tax structure is one in which few managers or investors feel comfortable navigating without a team of professional experts. Staying abreast of the changes takes lawyers, accountants, compliance specialists, and sophisticated administrators to corral the necessary information and reporting requirements. Conifer Financial Services has the requisite skills and expertise to deliver tax services that alleviate the worry over accuracy and regulatory compliance.

As a leading asset services firm with over 27 years in the industry, our firm has experience with all facets of tax reporting and regulatory compliance, including preparation of investor tax reporting and well as federal and state income tax filings. From assisting with W-9 and W-8 form compliance to maintaining tax capital accounts, Conifer Financial Services offers the expertise that asset managers and asset owners need to feel confident that their tax obligations are well managed.