US tax services for funds
Funds with US investors have unique issues and demands. Proper structuring can make a material difference either in tax rate or protecting a US tax status. Compliance requirements are important for investor relations and can be overwhelming if not handled properly. Let Vault handle your US tax matters to help you meet the needs of the fund and its investors.
- Advanced technologies, Vault's innovative tools and efficient processes, and our client-focused service means less time and worry for you around US tax.
- We combine decades of US tax experience with Vault's advanced technologies to deliver value at a level you will be hard-pressed to find elsewhere.
- From our innovative data collection system to our collaborative nature, we love putting in the work up front so that, when we deliver, we get to the right answer the first time around.
Vault has a service to handle your US tax issues
Solutions to fit your needs to help you manage your US tax issues. Choose Vault to make your life easier around US taxes.
Schedule K-1 Reporting
We can manage any timeframe for K-1 delivery.
“Check-the-Box” Filings
Vault makes it easy to manage your CTB elections.
US Tax Return Preparation
We handle all US tax forms with speed and ease.
Fund Structuring
Topside to portfolio levels, we do it all.
Investor Queries
When there are questions, we have the answers.
PFIC, CFC, and E&P Advice
Foreign corporation advice, testing, and computations.
US Withholding
Any type of withholding tax issue and form handled.
“Check-the-Box” Advice
To check or not to check? We answer that question.
US Real Estate Investment
FIRPTA and effective tax rate management at its finest.
International US Tax Forms
We make sure you never miss an international filing.
PFIC Reporting
Do you need a PFIC statement? No problem!
Vault will integrate seamlessly with your current service providers.
Vault works with every type of accountant from the largest global firms to local practices. We understand the controls and framework of both global firms and global service providers, which allows us to apply the same level of service to all business, small to large.
Expert tax technicians
With decades of US tax experience, we love solving tax issues, however complex.
Our deep US tax knowledge allows us to integrate and work well with any existing service advisor to ensure that all issues are handled comprehensively.
Obsessed with controls
For every deliverable we create, we provide an easy to follow controls map outlining our processes.
Having this transparency allows service providers to better understand the deliverable allowing for efficient integration into your wider systems.
Best in class technology
Vault Hub allows service providers access to Vault deliverables through our secure digital portal.
We set everything up so all it takes for you is a simple click of a button. And finally, all Vault technologies are extremely flexible, so will easily integrate into any system.