Northport Tax Specialists have produced tax documentation for more than one hundred separate investment vehicles and thousands of individual investors. The Tax Team works closely with Northport’s Accounting and Investor Services Teams to ensure prompt Schedule K-1 filings and mailings throughout the fiscal year.

Northport’s Tax and Information Technology Teams have developed our state-of-the-art Tax Data System (TDS). TDS maintains all tax information for Schedule K-1 processing, maintains an “audit trail” and provides workpapers and returns for our clients to review. The TDS system greatly improves the efficiency of providing multiple-investor tax information.

The Northport Tax Team will respond to tax inquiries from you and your investors and provide the documentation you require. Our Tax Team Members are expert in monitoring regulatory requirements, foreseeing potential tax implications and proposing best-scenario solutions.