Tax Planning, Preparation, and Accounting Services
– for Securities and Investment

Dave BanerjeeWhen it comes to tax planning and accounting, you need someone who understands your business. Dave Banerjee CPA handles accounting and tax planning for securities firms, families, and individuals.

The core specialty for Dave Banerjee CPA is serving the securities community. We understand the needs of brokerage and advisor professionals and provide personalized tax solutions. Take advantage of tax expertise that goes beyond filing and compliance. Dave will work with your attorneys, investors, stakeholders and others to ensure your tax planning concerns are covered.

Tax Compliance

Multi-state returns for business entities and individual tax filing
Trust, foundation, non-profit, and estate organization filing
Gift tax returns and estate return filing
Non-resident, citizens abroad, and dual-status citizen tax filing
IRS representation and tax debt resolution

Tax Planning

Planning and consulting for closely-held businesses and their owners
Business structuring, mergers and acquisitions, succession planning
Tax consulting for hedge funds, private equity funds, and other investments
International tax planning, foreign investments, foreign business return, FBAR
Retirement and legacy planning | Gift and estate planning

Specialty Services

Business Valuation
Business accounting and CFO services
Business formation, operation, and termination
Tax planning for advisers, investment partnerships, broker-dealers, fund managers
Investor account statements, PFIC statements, shareholder allocations
Maintain tax allocation schedules by investor
Trust formation, administration, and termination

Financial Services

Financial Statements
Payroll Services

Audit Preparation Service


Visit Dave Banerjee CPA website for more information or call our office for a discussion of your tax and accounting needs, phone (818) 657-0288

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