US tax services for investors

Vault has the answers.
Investor ServicesBook A Call

US tax services for investors

Vault has the answers.
Investor ServicesBook A Call

US tax services for investors

Each investor has unique issues which, inevitably, will conflict with the needs of other investors.  When that happens, Vault can help you to work through the complexity and develop effective strategies for meeting your investors’ needs.  

  • 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.

PFIC Reporting

Do you need a PFIC statement? No problem!  

Investor Queries

When there are questions, we have the answers.

Fund Structuring

Topside to portfolio levels, we do it all.

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.

 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. 

Let's talk US tax! Book a discussion with us at a time convenient for you.

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