Registered Investment Advisors

For over 28 years, we have provided certified audits and tax services for Registered Investment Advisors that meet the unique compliance requirements for the alternative investment industry. As a CPA firm registered with the PCAOB and a member of the AICPA , we stay current on all of the latest accounting, audit, tax, and compliance changes that affect Registered Investment Advisors.

Registered Investment Advisors services include:

Annual Certified Audits in accordance with SEC and FINRA Guidelines
• Annual Surprise Verification Procedures
• Internal Control Audits performed by a PCAOB inspected firm
Tax Preparation
• Performance Record Attestations


Contact Michael Coglianese CPA