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

“I have had the privilege of working with Melinda for over a decade in my various companies.  When I first met with Melinda, she set herself aside from many of the other CPAs I was considering by being prompt, professional, and showing her knowledge without betraying any client confidences.  She has done a great job for me with various engagements including personal taxes, partnerships, LLCs, and C and S corporations.  She has worked with my veterinary practices, non-profit entities, manufacturing business, and beekeeping supply distributor that has an e-comm site as well as a brick and mortar store.”

Christopher J Cripps, DVM

Managing Partner of Betterbee, Humble Abodes, Saint Francis Veterinary Hospital, and Rooster Management

“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)