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Tax Planning & Filing for Finance Professionals

Tax preparation and planning for those in private equity, hedge funds, investment banking, and insurance services.
Learn more below.

Tax Preparation Services for Finance Professionals

We specialize in tax preparation and planning for those in private equity, hedge funds, investment banking, and insurance services. We also have quite a few clients in client-facing roles, for who we provide support.

Planning & filing issues for Hedge Fund & Private Equity professionals

We are frequently approached with the following questions as they pertain to carry (carried interest) & other compensation:

  • If I receive my K-1s after the April 15th deadline, should I file a return now & then amend later after I receive my K-1?
  • Should I alternatively file an extension if I do not receive my K-1s in time? 
  • If so, how much should I pay as an estimated payment?
    Do I have to file in every state on my K-1? 
  • If my employer filed a composite return, how do I get a refund for overpaid tax? 
  • Do I have a filing obligation in each of these states?

Strategies & questions from commission-based or sales-based finance professionals:

  • Should I create an LLC or an s-corp for payouts related to my commissions?
  • Am I better off as a 1099 employee or a W2?

Planning & filing strategies for Investment Bankers as well as all Finance careers:

  • Can I deduct the rent I paid if I use my home for the work?
  • What are some strategies that I can employ to reduce my tax?
  • Should I start a business or invest in rental properties?
  • What kind of retirement plan can I contribute to?
  • Should I pay quarterly estimated tax?
  • How much estimated tax should I pay in advance to avoid the penalty?

Our experts at Dimov Tax have the answers. Please fill out the form below and we’ll get back to you ASAP.

Need help with Tax Planning and Filing?

Call us today at (866) 656-8036, email us at hello@dimovtax.com, or fill out the form and we’ll get in touch immediately.

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