US Tax Services

Uncomplicated tax submission support

Apex can offer full US tax preparation service and support, including the preparation and filing of IRS Form 1065 with related Schedule K-1s plus and issuance of PFIC statements for US investors in offshore funds.

We fully understand the importance of delivering K-1s. An intimate knowledge of hedge funds, private equity funds and fund of funds structures means that our team can effectively and efficiently work through the fund's tax issues and deliver results.

Apex works with all clients to personalize the tax services they require.

Services include:

  • US and state tax returns
  • Maintenance of tax allocation schedules by investor
  • K-1 preparation and distribution
  • Passive Foreign Investment Company (PFIC) Annual Information Statements and related shareholder allocations
  • Expertize relating to PFICs, Foreign Bank Account Reports (FBAR), Foreign Corporations (Form 5471) and Foreign Partnerships (Form 8865)
  • Foreign Disregarded Entities (Form 8858) and related issues

For more information, contact your local office: Locations