Tax Reporting Services

Comply with fund and investor tax reporting requirements. Citco’s tax reporting solutions simplify and streamline the process of reporting.

Funds and investors have growing tax reporting obligations. Citco’s tax reporting services have been continually developed to simplify the job of complying with the various requirements.

Our services include tax return preparation, PFIC reporting, FIN 48 assistance and FATCA compliance.

Key services

  • Detailed analysis of the data required for compliance
Taxable income calculations
  • Monthly/quarterly calculations of taxable income
Tax returns
  • Federal and State K-1s and tax returns preparation
FIN 48 assistance
PFIC reporting


Our contacts

Lev Shoykhet

Lev Shoykhet

Head of Tax Services, Fund Services

T+1 201 793 5500
LNew York