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.