Simplifying Your
Tax Complicance.
All-Size Financial Investment Funds.
About
FS
The FS Story
Newly founded at the end of 2022, FS Tax Consulting aims to change how financial services firms think about their tax compliance.
With the year-over-year increase in pass-through tax compliance burdens, I strive to be your short-term contractual solution for meeting compliance deadlines and improving the quality of your deliverables.
Who I Am
I'm Dan Oliver, a certified tax professional with over 8 years of experience in the financial services tax sector.
I began growing my career at a Big 4 firm in New York City working on a diverse client base of pass-through hedge funds, private equity funds, venture capital funds, and fund of funds.
Before forming FS Tax Consulting, I was working as an independent tax consultant for two credit and lending funds in New York City. With my vast tax knowledge and tax compliance experience, I hope to become your team's next trusted consultant.
The Vision
I believe your tax team should be efficient and free to focus on growth and planning opportunities without feeling short-staffed for yearly federal, state, and investor filings.
I value my client's trust to prepare and review work that has a quality impact on your organization and makes you feel like I'm part of your team.
What
FS
Offers
Tax Compliance
I work directly with your team and your tax preparers to review and sign off on your tax compliance deliverables. With the new K-2 and K-3 reporting for pass-through entities, having additional help from an experienced consultant is one of the best services I can offer.
Year-End Planning
Investor and tax estimate calcs create a mini-busy season and are often handled solely in-house. Give your staff an extra resource by hiring me for a short-term contract to ensure accelerated speed to move the process along and free of backlog.
Investor Databases
One of the most valued aspects of compliance review is investor information and quality information starts with managing your database pre-season and on an ongoing basis. I review investor W forms and clean up database inconsistencies before document production.
Adhoc Projects
Every tax team has projects that sit on the back-burner waiting for the post-season. Maybe it's the tax basis calcs that are skipped amid a hectic workpaper prep or that your internal entities W forms are out of date and need to be reproduced. Whatever they are, it's a fitting role for an in-house consultant.
IRS Correspondence
Backlogged on notices and can't seem to find time to call the IRS? Putting together POA's for federal and state jurisdictions, drafting notice abatements, and communicating with the IRS and local revenue offices are all part of my repertoire of notice management to help your team out.
Why
FS
Trusted Industry Knowledge
As an ex-manager of a Big 4 firm I come with the talent and professionalism you'd expect from the people you built your tax team with and hire to prepare your firms taxes. I'm able to incorporate the knowledge of what I see across my clients to bring a fresh review of your deliverables.
Direct Communication
The benefit of a short-term tax consultant can be lost by the time you've contacted a staffing firm, have them perform their search, send you resumes, interview some candidates, and then onboard a new member.
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I strive to be your go-to person for short-term tax needs that are flexible and cater to your seasonal and side project activities. I hope to build a relationship with your tax team and be a seamless addition and subtraction between projects.
Young Professional
My experience is perfectly catered to the services I can provide to your firm. Better yet, with a long career path ahead of me, I aim to build a relationship that will span many years and grow with the needs of your firm.
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Frequently
Asked
Questions
I already have a firm that prepares our tax forms, what services are you providing?
I seek to provide your in-house tax department with the additional help required during your tax season and throughout the year as necessary. For my clients, this primarily consists of pass-through document review including but not limited to federal and state tax returns, investor K-1s, K-2 / K-3s, workpapers, tax calculations, and investor demographics.
How many hours per week would you be consulting with us for?
The amount of hours is completely customizable and fits the various needs of each of my prospective clients. Subject to availability I take on full-time, part-time, and variable-time consulting assignments.
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Do you work in your client's offices or from a remote location?
I believe in the value of meeting all of my clients and their teams face-to-face and having a personal connection to teams.
However, with the nature of my work in client services, it would be impossible to always be at one specific client office unless pre-agreed upon within the statement of work.
What does 'FS' stand for?
Financial Services...or Frank Sinatra, whichever you prefer.
Contact
FS
I look forward to hearing about your business and tax needs.
© 2023 by FS Tax Consulting LLC