Tax Services

Our vast experience in the alternative investments industry allows us to provide a high level of tax service and expertise that other accounting firms and administrators simply can’t.

Services that go hand-in-hand

Some things in life are simply better together. Our in-house tax professionals have worked together with our Fund Administration Teams for years creating some amazing synergies for your business.

This streamlined process allows us to resolve most questions internally and greatly reduce the burden on your team allowing them to focus on other areas of your business.

Tax Preparation

Our full-time tax team offers full cycle tax preparation from calculating partner allocations to filing timely, accurate returns.

Tax Review

We review work prepared by other firms for accuracy of partner K-1’s. We also review Federal and State tax returns and supporting allocations.


An extension of your team, we share trusted guidance built on direct industry experience and best practices.

Chief Tax Compliance Officer

Don’t have the resources internally to efficiently manage the annual tax process, or review allocations and returns? Let us become an extension of your office and relieve you of these time-consuming tasks.

We work directly with your tax preparers and accountants to provide an objective point of view for your team and investors. In addition, we provide real-time, year-round advice and support when decisions are being made. By leveraging our team, you gain access to experienced professionals which ensures redundancy and continuity and can cost much less than a full-time employee.

“We have been hugely impressed by the Strata tax team and are thrilled with our decision to engage with them.”

Brian Murphy, Financial Controller | SOSV

Let’s talk about your company's needs

Is Strata the right fit for you? Let’s have a conversation about your goals.