Private Equity
Private equity firms operate in a competitive environment where performance, precision, and transparency are critical. You need a team that delivers strategic insight and responsive support throughout the fund lifecycle.
Lumsden McCormick works with private equity firms and their portfolio companies to provide audit, tax, and advisory services tailored to the unique demands of the industry. From fund formation through exit, we support complex structures, evolving regulatory requirements, and the need for timely, investor-ready reporting.
Our team understands the pace and pressure of private equity. With deep technical knowledge and a proactive approach, we help you strengthen financial reporting, enhance operational efficiency, and navigate compliance with confidence, so you can stay focused on driving value and maximizing returns.
Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]
Services
- Business Tax
- Qualified Small Business Stock Planning
- International & Cross Border Tax
- Individual Tax
- Research & Development Tax Credit (R&D)
- State and Local Tax (SALT)
- Tax Credits & Incentives
- Tax Planning & Compliance
Business Valuation & Consulting
Wealth Management
