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Tax Services

Tax Services

Akram provides expert, specialized tax services to clients in the Alternative Investments Industry, Family Offices, as well as the ultra wealthy

Our clients have unique challenges and are exceptionally prudent. We aim to meet their high expectations by providing tailored tax services to each client. 

Tax Preparation for Hedge and Venture Capital Funds

Our accountants have extensive experience in helping clients nationwide with tax reporting for hedge funds and other investment types.

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

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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.

You may download our 2020 Tax Pocket Guide (PDF) or 2020-2021 Quick Tax Reference (PDF)

Other tax services include:


We are proud to serve as a trusted partner to our clients and are humbled by the industry recognition we have received. Akram has been shortlisted for the HFM US Services Awards for three years in a row. We have also been shortlisted again for the Hedgeweek Americas Awards 2021

Akram HFM US Service Awards 2021 Shortlisted     Akram Hedgeweek Americas Awards 2021 Shortlisted

Contact Us Today

Akram is here to help. Call us toll-free, or use the form on this page to schedule a free consultation.

 Call Us: 844-386-3829 Schedule a Consultation

Tax Services in Cary
Akram provides comprehensive tax services to the Alternative Investments industry, Family Offices, and High Net Worth Individuals.
Tax Services in NYC
Akram | Assurance, Advisory & Tax Firm provides comprehensive tax services for individuals, investors, and fund managers in New York.
Tax Services in Newport Beach
Akram | Assurance, Advisory & Tax Firm provides comprehensive tax services for individuals, investors, and fund managers in Newport Beach and Orange County, CA.
Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Tax Planning in Cary
Planning is the key to legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies.
Expatriate Tax Services
We provide tax services to expats who are working with US companies under different visas and US nationals who are working abroad with foreign companies.
FBAR in Cary
We help US residents who are required to file Report of Foreign Bank & Financial Accounts (FBAR).
As is often the case with tax laws, there are some exceptions and intricacies to the FBAR rules.
Tax Problems With IRS
Akram will help you resolve your tax problems and put an end to your IRS misery. We pride ourselves on being efficient, affordable, and of course, extremely discreet.

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