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
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
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
