Dedicated tax services and consulting firm with a focus on the Regulated Investment Company (“RIC”) industry and the taxation of financial products, including ETFs, PFICs, REITs, LPs, MLPs, and Derivative Securities. As a former Big Four CPA with both audit and tax experience, and an MBA with a focus in Finance, Fairview’s extensive industry knowledge and experience in servicing mutual funds, as well as hedge funds and private equity funds (“Alternatives”), makes Fairview a unique provider of specialized tax services.
We provide no audit services. As such, we can provide our services without any conflicts-of-interest.
Our goal is to provide high quality, independent, and flexible RIC Tax and Alternative Tax services through a variety of service options including long term tax consulting as an Outsourced Tax Director and software development.