Comprehensive audits, optimized taxes, regulatory compliance for alternative investment firms
With over 30 years of industry and regulatory experience in the alternative investment arena, we understand your business challenges. Our clients have relied on us for decades to enable them to focus their time and energy so they can succeed.
Michael Coglianese CPA, P.C., is a mid-sized firm offering a unique combination of the highly personalized service of a smaller, specialized firm, and the deep expertise of a large, well-recognized organization. We are staffed by former Big 4 accountants and skilled regulatory professionals to handle your business. Since we are nimbler than many firms with our level of expertise, you will get effective service, and timely turnaround. Let us be your partner and you can rest assured that your audit, tax, and compliance work will be done right, and done on time.
The best decision I made for my firm this year was changing my auditor to Michael Coglianese. Their service is first class, and the audit process was smooth and painless. The service and attention to detail once again have exceeded my expectations.
Our Services
Accounting
Simplify your records management while compiling your financial statements.
Audits & Assurance
Gain assurance to meet the unique challenges and compliance requirements that alternative investment firms face.
NFA Regulatory Compliance & Consulting
Minimize regulatory risks and navigate the complex landscape of futures and derivatives compliance.
Tax Preparation
Optimize your tax position while ensuring compliance with applicable regulations.
Our Clients
We provide comprehensive solutions for our clients that drive success. As a strategic partner, we work closely with firms and their service providers, across a wide range of sectors, to help them traverse the regulatory environment, and manage the risks. Our exceptional value, coupled with our personalized service model and significant experience base, helps clients succeed in the face of difficult situations.
- Commodity pool operators & futures funds
- Commodity trading advisors
- Introducing broker, swaps & forex
- Future commission merchants
- Broker Dealers
- Hedge Funds
- Registered Investment Advisors – Custody
- Cryptocurrency funds
- Cryptocurrency traders
- Cryptocurrency miners
- Charities
- Associations
- Religious organizations
Industry News & Alerts
NFA Compliance Brief: CFTC Rule 4.7 Amendment
CFTC Doubles the 4.7 Portfolio Requirement for CPOs and CTAs On September 12, 2024, the Commodity Futures Trading Commission (CFTC) […]
Tax Brief: Time for Small Business Year-End Tax Planning
With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s […]
Tax Brief: Understanding Taxes on Real Estate Gains
Let’s say you own real estate that has been held for more than one year and is sold for a […]