Experienced Private Equity CPAs

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 on the so-called wealthy, private equity firms need an advisor they can rely on to keep abreast of proposed tax legislation so that they can plan ahead and make investment decisions that benefit the fund and their 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, medical 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

“Carissa has been my personal and professional accountant for the past 15 years.  I am difficult.  Carissa’s professionalism and dedication to details keeps things moving.  I can’t imagine going through the tax process every year without her.  Thank you Carissa!”

Edward Bogdan

Bogdan Lasky, LLC