Tax Services

K-1s, 1099s and Tax Preparation Services

Since 1972 Phoenix American Financial Services has been preparing tax form for investors. Whether your fund requires a 1099 or K-1, Phoenix American will process your investors’ tax forms to your specifications. By bringing together our fund accounting services and our investor recordkeeping, we have the data and systems required to efficiently and accurately allocate and report your fund’s activity to your investors. Whether you prefer to distribute the forms to your investors via US Mail, electronically or both, our experienced staff of tax professionals will prepare and deliver the required tax forms to your investors.

Once the investors have their tax forms, Phoenix continues to enhance your fund’s tax reporting by supporting your tax filing requirements. Working with your CPAs and tax accountants we streamline your tax return processing by providing e-filing services. Based on your preference, we provide signature ready returns, which we can file electronically, or investor data for upload into your tax filing software.

Our suite of tax services goes beyond just the investor-related form and returns. Whether you need sales tax reporting (all 50 states) or property tax reporting, FBAR or any other tax filing, Phoenix can assist you in all of your tax reporting needs.

US Investor Tax Reporting for International Funds

Does your non-US based investment fund have US investors and US tax reporting requirements? Phoenix can assist you in all aspects of calculating, reporting and disseminating the required US tax information. Whether you need us to team with your CPA for full service or just produce investor K-1s, Phoenix can quickly and efficiently meet all of your non-US entity's US reporting needs.