Private Equity Tax, Fund Accounting & Advisory Services

Private equity firms face increasingly complex tax and accounting challenges. From partnership tax compliance and investor reporting to fund structuring and tax planning, private equity managers need experienced advisors who understand the unique issues affecting investment funds and their investors.

At Bucknam & Conley, we provide specialized private equity tax services, fund accounting services, and strategic advisory support designed to help fund managers navigate evolving tax regulations while optimizing tax outcomes for both the fund and its investors. Our team stays current on federal and state tax law changes, including the increasingly complex multistate tax filing and compliance requirements that often accompany investments across multiple jurisdictions. This allows us to identify opportunities, anticipate risks, and help clients make informed investment and operational decisions.

As a trusted CPA firm serving private equity funds, we work with investment partnerships across a variety of industries, including real estate, restaurants, veterinary practices, horse racing, professional service businesses, and much more. We understand the tax implications of complex investment structures and provide proactive guidance to address the needs of fund managers, general partners, and limited partners.

Our private equity services include:

  • Partnership and fund tax return preparation
  • Schedule K-1 preparation and reporting
  • Tax planning and compliance
  • Capital call calculations and investor allocations
  • Fund accounting and bookkeeping
  • Financial statement preparation
  • Investor reporting and fund administration support

In addition to providing sophisticated tax planning and business advisory services, we help private equity firms maintain accurate accounting records, generate timely financial reporting, manage capital calls and distributions, and prepare investor communications. We serve as an extension of your management team, providing the accounting, tax, and CFO-level support needed to help your fund operate efficiently and remain compliant.

Whether you are launching a new investment fund, managing a growing portfolio, or navigating complex tax regulations, Bucknam & Conley delivers the expertise and personalized service private equity firms require.

What Our Clients Are Saying

“Working with Bucknam and Conley as our CPA’s has proven to be invaluable.  The depth of insight, strategy, and thought they have brought to the table has been unparalleled.  Whether it’s how to structure an acquisition, strategic development of a part of our business, helping us spot trends, or good old tax planning their dedication to our success in each endeavor leaves us feeling more like a partner than a client.”

Tom Jaeger - CEO

Packet Tide - Software Company

“We’ve had the pleasure of working with Bucknam & Conley CPAs for our accounting, tax planning, and advisory needs, and the impact on our business has been outstanding. Their team doesn’t just prepare our taxes, they think strategically about our entire financial picture and help optimize our tax position throughout the year, not just at filing time. They also maintain our books and records, lead our annual audit process for several investment funds with 3rd party accounting firms, and provide best-in-class fractional CFO services. Their deep industry expertise and proactive planning have helped us identify opportunities that have materially benefited Evergreen’s profitability and growth.

What stands out most is their personalized service and responsiveness.  We always feel like we have trusted advisors in our corner, not just another vendor. Whether it’s complex multi-state tax matters, strategic planning discussions, or real-time responses to questions from Evergreen or our auditors, the team at Bucknam & Conley consistently delivers thoughtful, high-value guidance.

We highly recommend them to any business owner looking for more than just a CPA, but a true partner in your financial success.”

Greg Guido

Evergreen Property Partners, LLC

“Ever since I started working with the Bucknam & Conley team, my tax seasons have been completely stress-free. Beyond that, I’ve been able to navigate complex business and personal decisions with confidence, knowing I’m on the path to the best possible tax outcome. The team is proactive, informative, and attentive to every detail. I truly appreciate how knowledgeable and approachable everyone is.”

Steven Davis

Illumidata, LLC