Do what you do best, our experts will handle the rest.
Who We Are
At Michael Coglianese CPA, P.C., we take pride in being a trusted advisor to the alternative investment industry for over 30 years. Our firm has been helping clients navigate the complex regulatory landscape, mitigate regulatory risk, enhance operational efficiency, and successfully prepare for audit, tax, and compliance events. Our team of experts is dedicated to delivering top-tier, cost-effective financial audits, tax preparation services, and compliance reviews on efficient timelines while educating and empowering our clients.
Accounting
Our accounting services include preparing financial statements, compiling records management, and simplifying financial reporting. Our team of experts will work closely with you to develop a tailored accounting solution that meets your unique business needs.
Audits & Assurance
At Michael Coglianese CPA, P.C., we understand the importance of audit and assurance services for alternative investment firms. Our team of experts will work closely with you to conduct a comprehensive audit and assurance review, ensuring compliance with regulatory requirements and providing valuable insights to drive business growth.
NFA Regulatory Compliance & Consulting
As an industry expert in NFA regulatory compliance, our team of experts will work closely with you to minimize regulatory risks and navigate the complex landscape of futures and derivatives compliance. We will help you ensure compliance with applicable regulations and provide guidance on regulatory best practices.
Tax Preparation
Our tax preparation services are designed to optimize your tax position while ensuring compliance with applicable regulations. Our team of experts will work closely with you to identify tax savings opportunities, minimizing your tax liability, and ensuring compliance with all tax regulations.
Our Clients
We are proud to serve a diverse range of clients across various sectors, including futures and derivatives, commodity pool operators, futures funds, commodity trading advisors, introducing brokers, swaps and forex, future commission merchants, hedge funds, registered investment advisors, and not-for-profit charities. Our comprehensive solutions help our clients drive success and achieve their business goals.
Our Team
Our team of experts brings extensive experience from diverse backgrounds, including Big Four public accounting firms, Fortune 500 companies, and regulatory bodies such as the NFA, SEC, and PCAOB. We are dedicated to delivering exceptional service and providing valuable insights to our clients.
Exceptional Service
Christopher Reid's review highlights the exceptional service provided by Mike from the firm. He notes that when other firms were only looking for profits, Mike took the time to understand the client's situation and quoted a fair price. The reviewer specifically mentions that the price was "probably low" for the time and expertise invested, showcasing Mike's genuine interest in helping the client rather than just maximizing profits.
Teamwork and Communication
The reviewer also praised the team's responsiveness and friendliness. This suggests that the firm's communication style is not only effective but also warm and welcoming, making the client feel valued and respected.
