Overview
Driving Success with Financial Services Tax, Audit, and Advisory Services
Clear, timely, and meaningful communication with advisors and auditors is essential to the operational success of alternative fund managers, SEC and CFTC-regulated entities, and insurance organizations. At Aprio, dedicated financial services auditors, tax professionals, and quality control specialists support your strategic objectives with a thorough understanding of the compliance requirements you face.
From day one, we align with your goals and provide the proactive support you need to meet complex tax and reporting requirements to help reduce risk and improve your tax position.
Who We Serve
Partnering with Leaders Across the Financial Services Marketplace
Aprio collaborates with a wide range of financial services professionals, offering tailored solutions to meet industry challenges and drive success.
Alternative Fund Managers
Regulated Entities
Insurance Companies
Broker – Dealers
How We Help
Delivering Compliance Services for Financial Services Firms
Aprio's Financial Services team leverages deep experience to provide best practices and tailored guidance to help our clients confidently navigate reporting and compliance challenges.
Combining the track record and comprehensive services of a global provider with the attentiveness of a trusted partner, Aprio makes sure your organization benefits from timely alternative investment fund audit and tax services—delivered at competitive fees with unparalleled client service.
GAAP and statutory reporting
deadlines with
confidence
formation and
compliance
compliance and
audit stress
financial reporting
to gain trust
and stakeholder
confidence
Why Aprio
Leading Financial Services Tax, Audit, and Advisory Solutions
Aprio blends industry knowledge with personalized client service to help financial services firms grow and navigate complexity. As a PCAOB-registered firm with over 40 years of experience, you can rely on us to develop custom tax, audit, and advisory services, proven to bring lasting outcomes.
From private equity fund audits and tax services to hedge fund audits, our solutions simplify compliance and create measurable value. With us, you get strategic insights and reliable service that your business needs.
Leadership
Work With Industry Specialists
For over 40 years, Aprio’s team of specialists have partnered with organizations across the industry, regardless of their size. Leveraging experience and industry insights, our team delivers timely, strategic advice alongside comprehensive assurance, tax, and advisory services.
Frequently Asked Questions
* Assurance, attest, and audit services provided by Aprio, LLP.
“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio Advisory Group, LLC. Aprio Advisory Group, LLC © 2024. All rights reserved.