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Updated over 3 years ago, 07/16/2021

User Stats

9
Posts
3
Votes
Olivier Nallet
  • Investor
  • San Mateo, CA
3
Votes |
9
Posts

CPA Recommendation for Fund / Private Equity / Fund multi-states?

Olivier Nallet
  • Investor
  • San Mateo, CA
Posted

Hello,

I didn't want to spam and ask for a recommendation in a post, but I scrolled in this forum, and I could not easily find an answer. The search does not trigger anything handy (try searching for "CPA" or "Accountant" for fun, it's missing 99% of the actually related posts).

I am creating a Fund of Funds that will invest in syndications, and I am looking for a CPA that can (1) advise during the fund creation, (2) handle the tax filing for the FoF, and generate the schedule K-1 for investors.

Any recommendation for this more advanced setup?

Thanks in advance for the help!

Olivier

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