Tax Services

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With the increasing complexity of international, federal, and state tax laws, it is important to have knowledgeable professionals on your side that know your industry. Ashland Partners recognizes the investment management industry’s complexities and nuances. In the eyes of many investors, timely delivery of tax returns is just as important as investment returns. Our tax team will work directly with your financial statement audit team to ensure the most effective, efficient, accurate, and timely delivery of your tax returns.

Our tax assistance and custom research and planning services include, but are not limited to:

  • Federal, State/Local, or ERISA tax return preparation
  • Nexus apportionment
  • Various strategy implementations and effectiveness reviews
  • Reclamations


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