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Tax Services   Private Equity Tax Planning

Baker Tilly offers a range of tax planning services to meet the needs of private equity firms. Our skilled Baker Tilly team brings together comprehensive tax advisory, due diligence, and compliance services that help minimize taxes and enhance the financial success of private equity firms, their principals, and limited partners.

We also help portfolio companies manage their net tax outflow.

Baker Tilly provides these and other services to the private equity market:

  • Fund structuring and tax return compliance services
  • Fund-level U.S., state and local, and international compliance assistance for limited partners
  • M&A assistance, including due diligence and transactional structuring for platform acquisitions and add-on investments
  • Comprehensive business tax planning and compliance for portfolio companies
  • Personal income tax and estate tax planning for principals

Contact our tax services team > 

 

 
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