HEDGE FUNDS
PREPARATION

Tax Advice, Compliance and Return Preparation Services:

If you use GreenTrader to help launch your hedge fund our tax attorneys and CPAs will consult you on the best tax structure for your money-management business, including the needs of your investors in various states, and your own personal tax needs (federal and state).

Learn about some excellent ideas on how to structure your hedge fund business, including tax advantages using trader tax status and mark-to-market accounting, in Robert A. Green, CPA & CEO's article published in Active Trader magazine, click here. If you are already a trader tax client of GreenTraderTax, you can carry your trader tax status and MTM tax benefits into your actively traded hedge fund for the benefit of your investors. This gives your fund an edge in the marketplace.

What's most special about our firm is that our tax advice doesn't stop with your hedge fund structuring. Our attorneys and CPAs work closely together with you from start up through operations & accounting to annual tax preparation to make sure we deliver on all the tax benefits we conceived up front. We also stay closely in touch with our clients to add new tax benefits to their funds as they come into law over the years. Other firms sometimes drop the ball with their own separate tax departments and many law firms don't communicate early on with their client's CPA firms. Their CPA firms later discover that the fund documents are not as good as they could have been and they are too hard to change after the fact. Many tax benefits become lost in translation. That's not the case with GreenTrader. We coordinate all tax (and other) benefits throughout the development, operation and compliance process, so you and your investors get what you deserve. The irony is it even costs less this way. Synergy saves in this case.

Our CPA firm GreenTraderTax is the recognized leader for traders and hedge funds around the US and world. Tax preparation/planning for traders and hedge funds are our core businesses. Our trader tax software, hedge fund accounting software, trader tax guides and book are best sellers and help thousands of traders.

Annual Tax Preparation:

Most of our customers use our hedge fund accounting/software services during the year which significantly improves their year end tax preparation process, when our firm is engaged for all these related services. Our accounting team prepares the correct tax allocations (versus "book" numbers used for accounting) throughout the year, which eases the work at year end considerably. This saves your fund fees and gets the K-1s out to your investors faster. Learn more about how our tax preparation service works (process, deliverables, costs, retainers and more) in our trader tax preparation area.

If you use competing providers, broken down into separate law firms, accounting firms, and tax firms, those three separate firms may drop the ball on coordination and communication. That can cause you much higher fees, delayed results and lower tax and other benefits for your investors. Our unique one stop shop really pays off!

Ready for Help?

Tax advice for your hedge fund development from GreenTrader is included with our overall launch services. Learn more about our launch services here. For just a consultation on tax matters in hedge funds with one of our senior tax attorneys, sign up here.

Tax compliance, planning and annual income tax return preparation services from GreenTraderTax:
GreenTraderTax CPAs will prepare the federal and all required state tax returns for your hedge fund or other investment vehicles (which will usually be an LLC partnership tax return). We generally also prepare the tax returns for your management companies and you individually.

We know US federal tax, state tax, international tax, offshore tax issues, estate, trust and gift tax, payroll tax and every type of tax. We don't just handle your hedge fund tax matters, we take care of your individual and family tax matters including wills, estate planning, family companies and gifting, payroll tax matters and much more.

Retainers:

Please email us at hedgefunds@greencompany.com for pricing information.

You are welcome to sign up for 2008 tax planning and preparation.

It's too late for 2007 tax retuirns to be filed by the April 15th deadline. We can help you if you file your own 2007 tax extensions on April 15, 2008. We can then work on your 2007 tax returns after the extension deadline.

Tax Preparation Retainer - Hedge Fund Entity $1,500

Tax Preparation Retainer - Management Company $1,000

Tax Preparation Retainer - Individual Owner $900