Partnership Tax Advisors

51 fund tax advisors at 14 firms have bios that show a focus on partnership tax and K-1s.

Everyone here is listed from their firm’s own bio page, and nobody pays to be listed or to rank. Last verified Oct 23–24, 2026. How we check

Partners: 51; all at partner level
Firms: 14
Most partners: Holthouse Carlin & Van Trigt (HCVT); 13 listed here
Biggest city: New York; 8 here

Fund tax advisors

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Emerging Managers3
Mid-Market Sponsors1
Large Sponsors4
Family Offices5

University of Southern California5
NYU4
Golden Gate University3
University of California, Santa Barbara3
California State Polytechnic University, Pomona2
California State University, Northridge2
DePaul University2
Northeastern University2

Counting everyone…

					Primary practice		Prior firms
Sherry Amin	Holthouse Carlin & Van Trigt (HCVT)	Principal	Los Angeles, CA	–	–	California State University, Northridge, UCLA	RBZ
Cameron Burkert	Holthouse Carlin & Van Trigt (HCVT)	Partner	Fort Worth, TX	Private equity funds	–	University of Texas	TPG Capital, KPMG
William Burns	EisnerAmper	Partner	Philadelphia, PA	Private equity funds, Real estate funds	–	Drexel University	–
Paul D Chambers	KPMG	Tax Partner	Chicago, IL	Real estate funds	–	–	–
Dominic Coppolella	BDO USA	Tax Market Managing Principal, Mid-Atlantic	Philadelphia, PA	Private equity funds, Real estate funds	–	Villanova University, Gwynedd-Mercy University	–
Kevin Cordano	Holthouse Carlin & Van Trigt (HCVT)	Partner	Pasadena, CA	Fund formation, Private equity funds	–	UCLA	Arthur Andersen
Danielle D'Aloia	CohnReznick	Partner	New York, NY	Fund formation, Private equity funds +1	–	Pennsylvania State University, Fairleigh Dickinson University	–
Scott Daily	Frank, Rimerman + Co.	Tax Partner	San Jose, CA	Venture funds, Real estate funds	–	San Jose State University, University of California, Santa Cruz	–
Alexis Deutsch	CohnReznick	Partner	Boston, MA	Private equity funds, Real estate funds	–	Northeastern University, University of Massachusetts Amherst	–
Jenni Elder	Holthouse Carlin & Van Trigt (HCVT)	Principal	Fort Worth, TX	Private equity funds	–	Hendrix College	TPG Capital
Dee Estep	CLA (CliftonLarsonAllen)	Principal	Addison, TX	Private equity funds, Real estate funds	–	Baylor University	–
Dennis Fitzpatrick	Kaufman Rossin	Principal Emeritus, Tax-Financial Services	Miami, FL +4	Hedge funds	–	University of California, Hastings College of the Law, University of California, Santa Cruz	–
Vincent Greenberg	Withum	Partner	Whippany, NJ	Private equity funds, Hedge funds	–	Rutgers Business School	–
Thomas Grothues	EisnerAmper	Partner	New York, NY	Fund formation, Private equity funds +1	–	Siena College	–
Raj Gupta	Baker Tilly	Principal	San Francisco, CA	Private equity funds	–	University of California, Davis, Santa Clara University +1	–
Robert M. Hamilton	Holthouse Carlin & Van Trigt (HCVT)	Partner	Orange County, CA	Fund formation, Private equity funds +1	–	Loyola Law School Los Angeles, NYU +1	Allen Matkins
Alex Hanley-Shenolikar	Plante Moran	Principal	Detroit, MI	Private equity funds, Real estate funds	–	University of Michigan, Eastern Michigan University	–
Chiao Huang	Holthouse Carlin & Van Trigt (HCVT)	Principal	Fort Worth, TX	–	–	University of Texas, University of California, Santa Barbara	Burgher Tax Services, EY
Kerri A. Keeley	EY	Partner, EY Americas Registered Funds Tax Leader	New York, NY	Fund formation	–	–	–
Arthur Khaimov	EisnerAmper	Partner	New York, NY	Private equity funds, Private credit funds +1	–	Brooklyn College	–
Phil Knudson	Baker Tilly	Principal	Everett, WA	Private equity funds, Venture funds +1	–	University of Washington, Golden Gate University	–
Dasol Kwan	Baker Tilly	Principal	Washington, D.C.	Private equity funds, Real estate funds	–	James Madison University	–
Matthew Magliano	Withum	Partner	Whippany, NJ	Fund formation, Private equity funds +3	Fund formation	Rutgers University, Binghamton University	–
Gebran Mansour	Withum	Principal	Chicago, IL	Private equity funds, Venture funds +1	–	Northeastern University	–
Eda Marin	Holthouse Carlin & Van Trigt (HCVT)	Tax Principal	Pasadena, CA	–	–	University of Southern California	Deloitte, Arthur Andersen
Kathryn McMurray	Grant Thornton	Partner, Tax Services	Houston, TX	Private equity funds	–	College of William & Mary, American University	–
Ben E. Neville	Holthouse Carlin & Van Trigt (HCVT)	Partner	Orange County, CA	Fund formation, Private equity funds +2	–	Miami University	Arthur Andersen, Deloitte +1
Stephen Ng	Kaufman Rossin	Principal, Tax-Financial Services	Miami, FL	Fund formation, Private equity funds +1	–	Fordham, University at Albany	EY
Patrick Olerich	CohnReznick	Partner	Chicago, IL	Private equity funds, Real estate funds	Real estate funds	Northern Michigan University	–
Chris Paris	Baker Tilly	Principal	San Francisco, CA	Fund formation, Private equity funds +1	–	Golden Gate University, University of California, Santa Barbara	–
Alice Park	Holthouse Carlin & Van Trigt (HCVT)	Principal	Orange County, CA	Private equity funds	–	University of Southern California, California State University, Northridge	–
Peter Park	Holthouse Carlin & Van Trigt (HCVT)	Principal	Pasadena, CA	Private equity funds	–	University of Southern California	–
Naya Pearlman	CohnReznick	Partner	New York, NY	Private equity funds, Real estate funds +1	–	NYU, Benjamin N. Cardozo School of Law +2	–
Mark Perechinsky	Grant Thornton	Partner, Tax Services	Philadelphia, PA	Private equity funds	–	University of Scranton	–
Julie C. Robins	BDO USA	Washington National Tax Principal; Real Estate Tax Technical Practice Leader	Austin, TX	Private equity funds, Real estate funds	–	Brigham Young University	–
Michael Schmittlein	Baker Tilly	Principal	Washington, D.C.	Private equity funds, Real estate funds	–	University of Richmond	–
Sheetal Sewal	Baker Tilly	Principal	San Jose, CA	Private equity funds, Venture funds	–	Panjab University, Indore University	–
Ryan Sievers	EisnerAmper	Partner	Dallas, TX	Private equity funds, Real estate funds	–	California State Polytechnic University, Pomona, University of Southern California	–
Kristen Slusarczyk	Baker Tilly	Principal	Chicago, IL	Private equity funds, Venture funds +1	–	DePaul University, University of Kentucky	–
Caleb Solley	CLA (CliftonLarsonAllen)	Principal	Orlando, FL	Private equity funds, Real estate funds	–	University of Central Florida	–
Scott D. Stephenson	Holthouse Carlin & Van Trigt (HCVT)	Partner	Orange County, CA	Private equity funds	–	California State University, Long Beach	KPMG
Jeffrey Strug	Holthouse Carlin & Van Trigt (HCVT)	Tax Partner	Orange County, CA	Private equity funds	–	NYU, Dalhousie University +1	Allen Matkins
Jenny Tapia	Cohen & Co	Partner	Cleveland, OH	Real estate funds	–	Bowling Green State University	–
Varun Vig	EisnerAmper	Partner	New York, NY	Private equity funds, Hedge funds	–	University of Delhi, University of Kumaon +1	–
Franny Wang	EY	EY US Principal, National Tax	New York, NY	–	–	University of Pennsylvania, NYU	–
Erik Weinapple	Baker Tilly	Principal	San Francisco, CA	Private equity funds, Venture funds +2	–	University of California, Santa Barbara	–
Jonathan Williamson	Cohen & Co	Partner	Akron, OH	Private equity funds, Infrastructure funds	–	University of Akron, Cleveland State University	AICPA
Jeremy Wilson	Plante Moran	Partner	Broomfield, CO	Private equity funds, Real estate funds	–	University of Iowa	–
Dan Wise	CohnReznick	Partner	Parsippany, NJ	Private equity funds, Real estate funds +1	–	University of Pennsylvania	–
Mark S. Yamamoto	Holthouse Carlin & Van Trigt (HCVT)	Tax Principal	Pasadena, CA	Private equity funds	–	California State Polytechnic University, Pomona	Deloitte, PwC

Arrow keys move through the list, Enter opens a person, S saves them to your shortlist, Escape closes. Facts from each firm’s public bio page; nobody pays to be listed.

Fund Tax and Accounting Firms, by partners listed

Holthouse Carlin & Van Trigt (HCVT)Orange County · Los Angeles13partners
Baker TillySan Francisco · Washington, D.C. · Chicago8partners
EisnerAmperNew York · Dallas · Philadelphia + 1 more6partners
CohnReznickNew York · Boston · Chicago5partners
WithumChicago3partners
BDO USAAustin · Philadelphia2partners
CLA (CliftonLarsonAllen)2partners
Cohen & CoCleveland2partners

About this list

What partnership tax and K-1s work is

Tax for funds organised as partnerships: allocations and 704(b) capital accounts, K-1 reporting, partnership audits and compliance.

In sum

51 fund tax advisors at 14 firms are listed on this page. The 5 with the most: Holthouse Carlin & Van Trigt (HCVT) (13), Baker Tilly (8), EisnerAmper (6), CohnReznick (5) and Withum (3). The schools their bios name most: University of Southern California (5), NYU (4) and Golden Gate University (3).

Questions

How many fund tax advisors does FundOpsHQ list?

51 partners at 14 firms. Last checked Oct 23–24, 2026. Each one is at partner level, and their firm's own bio page describes their work on partnership tax and K-1s (the quote is on each profile).

Which fund tax and accounting firms have the most partners listed?

Holthouse Carlin & Van Trigt (HCVT) (13), Baker Tilly (8) and EisnerAmper (6), counting the partners each firm's own website lists.

Where are fund tax advisors based?

The cities with the most: New York (8), Orange County (5) and Chicago (4).

What else do these tax advisors work on?

The practices they list most: fund tax (47), private equity funds (41) and real estate funds (19).

How does a fund tax advisor get on this list?

By being a partner, principal, shareholder or member whose firm's own website lists them for this work. FundOpsHQ reads each firm's public bio pages and dates every check. Nobody pays to be listed or to rank, and anyone listed can claim, correct or remove their profile. How the directory works

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Listed here?

Claim your profile from its page to add to it, or ask for a correction or removal. It is free; the claim link goes to your work email at your firm’s domain.

How claiming works

Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank. How the directory works