Partnering with TaxOps Investment Fund Managers
TaxOps seasoned teams partner with fund managers and portfolio companies to deliver business-first tax strategies that can enhance returns, reduce risk, and streamline compliance across the fund.
At TaxOps, tax is all we do. By hiring our Big Four–veteran leaders and experienced teams, you put tax strategists on your side, supporting fund strategy wherever business takes you. We deliver the strength and resources of a national tax brand with the hands-on engagement of a boutique firm, so you can move faster with more confidence across the portfolio.
Portfolio-wide Tax Clarity, Without Slowing Deal Pace
Portfolio complexity can create hidden tax risk and missed opportunities, especially as companies scale, expand across states, and move toward transactions. We plug in as a dedicated tax advisor to the fund and or individual portfolio companies, aligning tax strategy directly with business strategy. The result is better decisions, fewer surprises, smoother compliance, and a tax posture that actively supports returns rather than slowing them down.
Tax Solutions
As you work to improve the bottom line across portfolio companies, we help you achieve better results faster with strategic tax direction. We collaborate with you, your consultants, and portfolio leadership teams to examine tax positions, quantify opportunities and risk, and recommend timing and implementation strategies.
We provide a dedicated team so you always know who to call, and we can act as your comprehensive tax advisor for one company or across the fund.
Common fund and portfolio needs we support include:
Corporate ASC 740
Planning and Preparation
Establishing the income tax provision under ASC 740 with a ground up approach as part of a comprehensive financial reporting package:
- Aligning financial statements with generally accepted accounting principles (GAAP), including best practices and SEC reporting requirements
- Accounting for uncertain tax positions
- Determining valuation allowances
- Proving out tax balance sheet accounts
- Preparing comparables, including prior year-end and prior quarter calculations
Qualified Small Business Stock
(IRC Sec 1202)
- Overall exclusion and qualification planning
- IRC Sec 1202 qualification studies
- Leverage planning
- Equity and debt alternatives
- IRC Sec 1045 potential rollover gain alternatives and planning
SALT and Tax
Minimization Integration
- R&D credit calculation and planning
- IRC Sec 174 optimization and planning
- State and local tax consulting, compliance, and remediation
- Multistate compliance (nexus, taxability, and apportionment)
- Due diligence review
Flow-through Entity Planning
(LLC, Partnerships, S Corps)
- Entity planning from formation to liquidation
- Operating Agreement review for traditional and Targeted Capital allocation methods
- Entity Transaction planning
- Installment sale reporting and planning
- Carried Interest rules and considerations
- Unrelated Business Taxable Income
TaxOps is a fit for investment fund managers and portfolio companies when:
- You manage multiple portfolio companies with inconsistent tax support
- Portfolio companies are scaling across states, adding entities, or expanding internationally
- You need ASC 740 support, audit readiness, or uncertain tax position management
- You want portfolio-wide opportunity capture (R&D credits, Section 174, SALT remediation)
- You’re approaching transactions (acquisitions, restructuring, exits) and want fewer surprises
Your TaxOps Team Leaders
Seasoned professionals with significant Big Four experience take the lead, enabling our teams to deliver the strength, knowledge and resources of a national tax brand with the hands-on client engagement of a business tax specialty firm. Our work and tax advocacy is guided by your goals.
What our clients say
Our client experience with portfolio funds and companies shows that we consistently deliver more than other tax advisors.
How It Works
How Investment Partnering Works
UNDERSTAND YOUR PORTFOLIO
We start with portfolio context, including fund strategy, deal pace, current tax posture, and the companies that matter most right now.
Align the model and execute
We define the right engagement model, whether supporting a single company or building a portfolio-wide framework with dedicated coverage, then execute across planning, compliance, and specialist areas such as ASC 740, SALT, and tax minimization.
Stay proactive
We provide ongoing guidance through regular check-ins and fast answers so tax strategy keeps pace as portfolio needs evolve.
FAQ’S
Can TaxOps support multiple portfolio companies at once?
Yes. We can act as a comprehensive tax advisor for one company or across the fund, with a dedicated team so you always know who to call.
Do you work directly with portfolio company finance teams?
Yes. We work with fund leadership, consultants, and portfolio company teams to examine tax positions and provide recommendations, including timing and cost considerations.
Can you help with exit readiness and transaction planning?
Yes. We support due diligence, restructuring and entity planning, and issues that commonly surface around transactions so there are fewer surprises.
Do you provide ASC 740 support for portfolio companies?
Yes. We support ASC 740 planning and preparation, including uncertain tax positions, valuation allowances, and GAAP-aligned reporting workflows.
Do you support QSBS planning (Section 1202)?
Yes. We support qualification planning, Section 1202 qualification studies, and related planning considerations.
Can you integrate SALT and tax minimization across the portfolio?
Yes. We support SALT consulting/remediation, multistate compliance, and minimization efforts like R&D credits and Section 174 planning.
Get the right set of eyes on your challenging tax issues. Talk with a tax advocate and get practical guidance that supports your strategy, without surprises.
We are hands-on, responsive, and collaborative year-round. Don’t take our word for it.