Expertise Beyond the Numbers

Investment Companies: Tips on Choosing Auditors and Tax Preparers

Choosing an Auditor and Tax Preparer – Playing a vital role for Investment Companies

The U.S. Securities and Exchange Commission (SEC) has complex requirements for investment companies. Financial services firms have different specialties. The relationship with your financial services provider requires trust and confidence.

What are the key attributes to consider when choosing an Auditor and Tax preparer? Does the firm make you feel confident, and do they understand your business? Would they instill respect both inside and outside of your organization?

Your choice of Auditors and Tax Preparers has far reaching implications on your business. For timely tips on how to wisely choose a tax consultant, download this brief white paper.

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