Ultimus LeverPoint’s Tax service team is composed of highly experienced tax professionals, committed to providing accurate and timely tax reporting, complying with all Federal and State filing requirements. We are dedicated to service excellence, using industry expertise, paired with exceptional client service, to deliver a suite of solutions to support your funds needs.
When outsourcing your firm’s tax preparation and FATCA compliance to us, you will have greater freedom to focus your efforts on optimizing efficiencies, mitigating risk, and better serving your investors. The Ultimus LeverPoint Tax team will work directly with you to perform the following: readiness review, review of existing investors, development of an onboarding plan, and ongoing maintenance and compliance.