Our Private Equity CPA Specialists Are Ready to Serve You

Private equity firms have a sophisticated investor base and need a team of CPAs that understand the complex tax issues related to their investments and can provide high-level strategies to optimize the tax liability for a diverse group of taxpayers. Complicated by constant changes in tax laws to restrict deductions or impose additional taxes, private equity firms need an advisor they can rely on. At Bucknam & Conley, we stay on top of proposed tax legislation to help you plan ahead and make investment decisions that benefit the fund and your investors.

Bucknam & Conley prides itself on providing high-level, complex tax preparation and advisory services. Every single client of ours has its own unique complexity and tax needs. Whether the fund is invested in real estate, restaurants, veterinary practices, or large professional service firms, we are on top of the tax regulations that affect your company and your investors.

In addition to providing personalized strategic tax and business advisory services, Bucknam & Conley can assist your company with general accounting needs such as maintaining accounting records, generating internal financial statements, calculating and making capital calls, and preparing investor statements. We serve as a partner to your CFO and are available when needed.

What Our Clients Are Saying

“Melinda has been the accountant for my company for almost 15 years. Her guidance and support has helped me manage my business successfully during a variety of challenges. Melinda is exceptional in her skill as a CPA but beyond that she is patient, kind and responsive when I need it most.”

Dr. Erin Christopher-Sisk - President

ECS Psychological Services, P.C. and co-founder of Therapeutic Horses of Saratoga, Inc.

“When I met Melinda it was at a critical point in my business career. I had several businesses all in need of accounting and organization in order to go to the next level. Melinda dove right in and learned about all my companies and how I could maximize them. She has always been there for me over the past 10 years and I truly view her a partner in all my companies.”

Troy Miller

Owner of The Bunker (virtual golf), CM Fox Real Estate, and Troy Miller Construction

“As a technology company, we work hard to keep current with changing cyber security regulations and we were looking for an Accounting firm that did the same in their field. We found that with Bucknam and Conley.  They proactively research, are always on top of new regulations and keep us informed of anything that might affect our business. Of course they handle all of the traditional CPA functions like our taxes, but we were looking for more and we found our partner with Bucknam and Conley! We are customers for life and highly recommend them to anyone, especially those that value staying current with a growing business.”

Jim Lapointe - President

Colden Company Inc (Offices in FL, NY and MI)