Akram Provides Expert Tax Solutions Across the Spectrum of AI Funds

At Akram, we provide high-end accounting services for the financially savvy, especially clients in the Alternative Investments industry. Hedge fund, venture capital, and private equity managers, investors, traders, family offices and high net-worth individuals are the cornerstone of our business.

Our clients have unique challenges and are exceptionally prudent. We aim to meet their high expectations by providing tailored tax services to each client. Our Certified Public Accountants (CPAs) have extensive experience providing expert solutions across a spectrum of indsutries to clients nationwide.

Tax Preparation for Investment Funds and Family Offices

Be prepared, save money. Because hedge funds pay taxes at a higher rate than ordinary income and capital gains are taxed twice, we want to help you be prepared. We can assist you in setting up the initial fund structure, reviewing your asset's value, and serving as your designated Partnership Representative as well as preparing your IRS and state taxes.


My firm hired Akram & Associates, Certified Public Accountants, to prepare the K-1s for our long/short fund and our general partnership. Firm's knowledge, level of service and promptness were all excellent and I would highly recommend Akram & Associates to others.

Barry Gladstein, Portfolio Manager/CFO

Cross Ledge Investments LLC - Greater Philadelphia Area, PA

At Akram | Assurance, Advisory & Tax Firm, we can perform yearly audits on your hedge fund or other invested assets to efficiently interpret and prepare complex K-1 and other associated tax forms that are necessary to keep you compliant with all tax laws.

For easy reference, you may download our Alternative Investments Audit & Tax Services brochure (PDF). 

Tax Preparation for High Net-Worth Individuals

Your elevated net worth comes with many tax complexities, particularly with assets, property, investments, and various other sources of revenue. If these variables are not accounted for or correctly classified, audits and penalties may follow. We want to make your life easier and will walk you through each step.

Tax preparation services will organize your finances, apply the right tax forms, and complete them accurately and on time. We also look for possibilities to use tax deductions, exemptions, credits, and deferment when preparing your forms to restrict your tax liability when applicable. We stay up-to-date on all tax legislation modifications, ensuring nothing is ignored.

Our accountants' expertise will help keep you compliant with federal and state tax regulations, deadlines, as well as with expatriate taxes and  FBAR filings. Whether you live and work abroad or have foreign bank accounts, we can help you manage your income and assets to keep you IRS compliant.

Get Ready for 2022 Tax Season Now

You may download our  Handy Tax Reference Guide 2022 (PDF) for all of the latest information and checklists to help guide you through the tax season. 

See our Year-End Tax Planning for 2021 brochure (PDF) for more information.

Akram's other Tax Offerings include:

Best Accounting & Audit Firm | Start-up & Emerging Funds

Akram is a winner in the Hedgeweek Americas Awards for consecutive 3 years 2021, 2022, and 2023

"We have been voted “Best Accounting Firm for Start-up & Emerging Funds by Hedge Week”.

Akram is a winner of “Best Audit Firm" by Private Equity Wire US Emerging Managers Awards 2024.
PEW Best audit Firm Award

Industry Memberships

Contact Us for Investment Fund Accounting Solutions

We understand that clients in the Alternative Investments arena are extremely prudent. At Akram, we provide high-end, tailored fund accounting services with careful planning and an unmatched responsiveness that only a boutique accounting firm like ours can deliver. Contact us today to learn more about our specialized assurance, advisory, and tax services for hedge funds, commodity trading advisors, private equity and venture capital funds, digital asset funds, insurance dedicated funds, real estate funds, day traders, investors, family offices, and high net worth individuals.