What Business Owners Miss When They Skip Tax Planning
Tax planning and optimization is not something that happens in April. By the time your return is filed, most of the decisions that determined your
PRIVATE EQUITY ACCOUNTING SERVICES
We help private equity firms simplify their complex financials. Our team brings over 40 years of experience in investment partnership accounting, helping you track performance, stay compliant, and make smarter decisions. We understand private equity, and we’re ready to support your success.
PRIVATE EQUITY AND INVESTMENT PARTNERSHIPS SERVICES
Private equity firms face unique financial challenges every day. Our team brings deep expertise to help you manage complex investments and deliver the precise solutions you need.
Our private equity accounting services include:
- Fund structure setup
- Investment tracking
- Tax planning strategies
- Partnership reporting
- Capital account management
- Distribution calculations
- Performance monitoring
- Financial reviews
- Compliance checks
- Investor communications
- Investment value analysis
PRIVATE EQUITY ACCOUNTING THAT DRIVES GROWTH
Managing private equity investments requires precise financial oversight and deep industry knowledge. As a CPA firm specializing in investment partnerships, we understand the complexities you face daily.
Our team brings specialized expertise in private equity accounting, from early-stage ventures to mature portfolios. We focus on what matters: accurate reporting, strategic tax planning, and clear communication with your investors.
Our specialized services include:
- Investment performance analysis
- Partnership tax optimization
- Capital call management
- Distribution calculations
- Investor reporting
- Compliance oversight
- Transaction support
Whether you’re launching a new fund or managing multiple portfolios, we provide the focused attention and expertise your firm needs to thrive.
Other Industries
Entrepreneurial Businesses
We serve entrepreneurial businesses through Entity structure evaluation, recommendations, and implementation, Federal and state income tax preparation, and more
Oil and Gas
Our energy-focused, highly-tenured CPAs bring “Big Four” expertise in offering tax and assurance services to oil and gas exploration, drilling, production, development, pipeline, and service companies.
Real Estate
We provides comprehensive tax, accounting, and advisory services to a full range of real estate entities and investors, covering transactions from acquisition to disposition and beyond..
THE PATTEN ADVANTAGE
Private equity demands precision, expertise, and responsive service. At Patten & Company, we deliver the precise financial expertise and responsive service that helps investment partnerships optimize performance and seize opportunities.
Your dedicated team brings deep experience in private equity and investment partnerships, ensuring accurate reporting and optimal tax strategies.
We offer the focused service and rapid response times that private equity firms need to move quickly on opportunities.
From fund structuring to exit planning, we handle all your accounting needs under one roof, streamlining your financial operations.
We work as an extension of your team, providing proactive insights that help drive investment performance and growth.
Request a Consultation
Private equity accounting includes capital account management, investment valuations, waterfall calculations, carried interest tracking, and financial reporting for both fund and portfolio companies.
We manage partner allocations, capital contributions, distributions, and tax requirements while ensuring compliance with partnership agreements and regulatory standards.
Private equity faces complex tax scenarios including carried interest taxation, multi-state filing requirements, and partnership tax allocations. We help manage these challenges effectively.
We recommend quarterly reviews of accounting processes, with comprehensive assessments during major events like fundraising, acquisitions, or exits.
Essential reports include capital account statements, investment performance metrics, waterfall calculations, partnership tax returns, and investor communications.
We help streamline processes through automated reporting, standardized procedures, and integrated systems that enhance accuracy and efficiency.
Private equity accounting requires specialized expertise in partnership structures, complex valuations, carried interest calculations, and investor reporting requirements.
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