Business Details
Expert Accounting & Compliance for Alternative Investments
At Michael Coglianese CPA, P.C, we have dedicated over three decades to delivering audit, tax, and compliance solutions tailored to the alternative investment industry. Our firm combines the personalized service of a specialized agency with the expertise of former Big 4 accountants and regulatory professionals, ensuring clients receive both depth and accessibility. With a team of 35+ experts, we provide strategic guidance to navigate complex regulatory landscapes while maintaining rigorous adherence to PCAOB and AICPA standards. Our client-centric model prioritizes long-term partnerships, enabling firms to focus on growth while we manage financial and compliance challenges. Our experience spans hedge funds, broker-dealers, cryptocurrency entities, and regulatory bodies, supported by peer-reviewed quality assurance and proactive industry education.We distinguish ourselves through a unique balance of national-level expertise and cost-effective, individualized service delivery. Our commitment to innovation includes advanced tools for accounting efficiency and strategic tax planning, ensuring clients remain ahead of evolving regulations. Recognized as trusted advisors, we actively contribute to industry panels and educational initiatives, reinforcing our leadership in alternative investment accounting. By maintaining transparency and prioritizing client education, we empower firms to achieve operational excellence and investor confidence. Our track record of serving clients across five continents underscores our global reach and localized expertise.
Services
Accounting
Audits & Assurance
NFA Regulatory Compliance
Tax Preparation
Cryptocurrency Accounting
Broker Dealer Audits
Hedge Fund Audits
Regulatory Filings
Tax Planning
Compliance Consulting
Highlights and features
- We have over 30 years of experience in alternative investment accounting.
- Our team includes former Big 4 accountants and regulatory professionals.
- We offer personalized service with the expertise of a large firm.
- We are registered with PCAOB and peer-reviewed by AICPA.
- We provide strategic tax planning and compliance services.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
- American Institute of Certified Public Accountants (AICPA)
What people say
First class service
Smooth and painless
Exceeded expectations
Strategic value
Exceptional expertise
Services
Accounting
Streamline financial records management and statement compilation with tailored accounting services. Our team leverages advanced tools like QuickBooks to ensure accuracy and efficiency. Clients benefit from data-driven insights that enhance investor confidence and operational performance.
Audits & Assurance
Comprehensive audits for alternative investment firms, conducted by experts with backgrounds in Big 4 firms and regulatory bodies. We analyze risks, ensure compliance, and enhance systems reliability to safeguard financial integrity and foster sustainable growth.
NFA Regulatory Compliance
Expert navigation of NFA regulations for futures and derivatives entities. Our services include mock audits, procedural testing, and staff training to minimize regulatory risks and ensure seamless compliance with evolving industry standards.
Tax Preparation
Strategic tax services to optimize positions and ensure compliance for alternative investments. We offer quarterly planning, international tax representation, and expertise in offshore jurisdictions to minimize liabilities and maximize returns.
Cryptocurrency Accounting
Specialized accounting and compliance solutions for crypto funds, traders, and miners. Our team addresses unique challenges in valuation, reporting, and regulatory adherence, ensuring alignment with industry-specific standards.
People
Michael Coglianese
Founder & Principal
With over 30 years in alternative investments, Michael founded the firm after leading compliance at the NFA. He serves as an expert witness in regulatory proceedings and contributes to industry education as a panelist and university speaker.
Questions
What services do you offer for cryptocurrency firms?
We provide specialized accounting, tax planning, and compliance services for crypto funds, traders, and miners, addressing unique regulatory and valuation challenges.
How do you support hedge fund clients?
We offer audits, tax optimization, and compliance solutions tailored to hedge funds, including master/feeder fund structures and offshore jurisdictions.
Are you registered with regulatory bodies?
Yes, we are registered with the PCAOB and a peer-reviewed member of the AICPA, ensuring adherence to the highest professional standards.
How do you handle NFA compliance?
Our NFA services include mock audits, procedural testing, and staff training to ensure seamless compliance and mitigate regulatory risks.
What experience do you have with broker-dealers?
We conduct audits and compliance reviews for broker-dealers, leveraging expertise from former SEC and NFA professionals to address industry-specific challenges.
