Akram Provides Expert Tax Accounting Services in the Triangle

Taxes are complicated under any circumstances, and it is essential that they are handled properly when you have important investments or large net worth. Our professional accountants in Cary can help you navigate your taxes and ensure you only pay what you owe.

At Akram, we specialize in providing high net worth individuals, fund managers, traders, and investors with expert tax services. We understand that you have unique challenges and concerns. You want to protect your wealth, grow your wealth, and maintain compliance and transparency for your investors.

Our team performs rigorous reviews of the latest complex tax codes and regulations with precision and effectiveness. Through our hands-on approach, we provide the understanding and data you need to solve your tax issues and help prevent future problems.

You expect a high level of responsiveness and thoughtful communications. Our boutique firm delivers the kind of personalized service you expect.

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. Learn more about Akram’s services for High Net Worth clients.

Control Your Tax Situation Year Round

Tax planning is not just for small businesses. As a high net-worth individual or entrepreneur, you will benefit from having Akram on your side all year.

When you have month-to-month transparency, we can help your financial decisions make ‘tax sense'. Planning for deductions, exceptions, and credits will help to minimize your liability and effectively strategize long-term financial goals and action plans.

At Akram | Assurance, Advisory & Tax Firm , our accountants are passionate about providing prudent and intuitive solutions that foster financial success. With every service we provide, you can expect us to be thorough, diligent, and reliable.

Contact our office today to learn more about our tax services with a complimentary 30-minute phone consultation.

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.