Tax & Audit Process Management

Handling the heavy lifting

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Audit Assistance

We provide your third-party audit team with vital information, supporting a thorough audit. Our team works closely, addressing queries and preparing footnotes as required.

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K-1 Distribution

We assist your third-party tax team with necessary data for tax returns and K-1s. Our team reviews and distributes K-1s to your LPs via our specialized LP portal.