US Partnership Representative Services

US Partnership Representative Services

As regulation across the funds industry increase in complexity and tax laws evolve, it is important to get your tax filings right.

The IRS requires all LLCs and Partnerships filing a Partnership return in the US, including offshore partnership entities, to appoint a Partnership Representative. If you do not appoint your own representative the IRS will appoint one for you and it must be a person with a substantial presence in the US; including have a US tax payer ID number, a US telephone number and address and be able to meet in person with the IRS at a reasonable time and place.

Apex can take this burden away from you. With 9 offices across the US in Atlanta, Boston, Charlotte Costa Mesa, New Jersey, New York, Portland and San Francisco, we can offer local expertise complemented by the pricing power and economies of scale of a global business.

Services include:

  • Preparation of year-end tax estimates and schedules
  • Identification and recording of tax adjustments, including awash sales, straddles and constructive sales.
  • Preparation of partner tax allocations
  • Federal Form 1065 filings and K-1S
  • Partner Representative designee services to meet new tax return requirements.

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