Tax Services

Tax Complexity? We Simplify It.

From fund formation to final distributions, Ocorian delivers end-to-end U.S. tax support that’s precise, proactive, and built for performance. Whether you're managing funds, family offices, or global portfolios—we’ve got your tax strategy covered.

What Sets Us Apart

Fund & Entity Tax Compliance

Federal, state, and local tax returns for funds, SPVs, management companies, and GPs. We handle quarterly estimates, filings, and UBTI exposure with precision.

Tax Basis Management & Reporting

We maintain investment tax basis schedules and reconcile book vs. tax allocations—keeping your capital accounts aligned with your LPA.

Withholding & Investor Support

From calculating withholding taxes to preparing investor estimates and documentation—we support every liquidity event with clarity and speed.

Tax Forms & Regulatory Filings

We manage Form 1042, 1099, 8805, and more—ensuring compliance across foreign and domestic reporting requirements.

Management Company & GP Services

Quarterly income estimates, PTET coordination, and personal tax planning for leadership teams.

UHNW & Family Office Advisory

Multi-state returns, estate and gift planning, charitable strategy optimization, and international compliance (FBAR, FATCA, Form 8938).

Technical Support & Tax Authority Liaison

We provide targeted tax research, respond to notices, and liaise directly with tax authorities—so you don’t have to.

Outsourced Tax Director Solutions

We oversee external tax advisors, guide structuring decisions, and manage K-1, PFIC, and FATCA reporting for LPs.

What We Deliver

Deep Expertise
From fund managers to family offices, our tax professionals bring decades of experience and technical precision.
Full Lifecycle Support
We’re with you from launch to exit—handling everything from compliance to strategy.
Proactive Partnership
We don’t just file—we advise, anticipate, and optimize.