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Michael Coglianese CPA, P.C.

30+ years in futures industry. Specializes in NFA/CFTC regulated entities - CTAs, CPOs, IBs, FCMs. Services include NFA registered audits, mock audits, tax preparation (S-Corp), crypto trading tax prep, and regulatory compliance consulting.

Products & Services

Audit & Assurance Services

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Big Four-caliber independent audits for hedge funds, CPOs, CTAs, broker dealers, RIAs, and crypto funds; PCAOB-registered

  • Hedge fund audits
  • CPO fund audits
  • CTA audits
  • Broker dealer audits
  • RIA custody exams
  • Crypto fund audits
  • Surprise custody exams
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NFA Regulatory Compliance & Consulting

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NFA compliance support from former NFA regulator: mock audits, regulatory filings, operating procedures, AML reviews, disclosure documents

  • Mock NFA audits
  • Regulatory filings
  • Exemption consulting
  • Operating procedures manual
  • NFA registration
  • 1-FR review
  • AML reviews
  • Disclosure document assistance
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Tax Preparation Services

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Specialized tax preparation for futures funds, CTAs, CPOs, hedge funds, crypto traders; optimize tax position across complex structures

  • Fund tax returns
  • CTA/CPO tax prep
  • Crypto trading tax
  • Strategic tax planning
  • Mark-to-market elections
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Accounting Services

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Ongoing accounting and financial statement preparation for alternative investment firms; investor-ready reports

  • Financial statement prep
  • Investor reporting
  • Records management
  • Compliance documentation
Learn more

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