Tailored Solutions for Private Market Funds
Operational Tax Specialists
Advisory, compliance, and data management experts.
emprise Software
We offer technology & managed services to make compliance easier and more accurate
Store Documents Securely
Store documents securely and extract information automatically
Visualise Relationships
Connect Investors to Group Entities, generate visualisations and track relationships
Dashboard Reporting
Real-Time Progress Monitoring on Interactive Dashboards
Control Data Quality
Data Access Restrictions, Change Monitoring, and Audit Logs
Our Services
Tax technical & compliance management solutions
FATCA & CRS
Adhoc technical advisory to outsourced end-to-end managed service FATCA & CRS compliance.
US Business Tax
US Form W-8 and W-9 validation and US inbound advisory and compliance
Process Solutions
Tax process optimisation to create efficiency and enhance data quality
Our Advisory Services
Our experts have decades of experience working with private market funds. We understand the rules but also the practical side of tax operations and can use this experience to help you.
FATCA & CRS
We have been working with the Automatic Exchange of Information since FATCA’s introduction in 2010. During that time, we have advised funds with AUM’s ranging from 2 billion to 200 billion on countless issues, reported to numerous jurisdictions, and designed many processes and procedures.
We offer a full range of services from ad hoc advisory to fully outsourced solutions.
US business Tax
As qualified US lawyers and accountants we have provided dozens of clients with US tax advisory and compliance services.
From US withholding tax form review, to advice on expanding your business into the US, we can help you navigate the tax complexities of your US investments or operations.
emprise & process solutions
We are certified in data management and process improvement and have years of experience designing and building tax solutions.
Our experience allowed us to build our easy-to-use tax process management solution, emprise, that significantly increases tax operational efficiency. Although it already includes most of the features your team need, we can tailor the system to meet your specific requirements.
About Us
Delivering Big 4 expertise with enhanced service and value. Optax was founded in 2019 by Quentin Johnson and is centred around four key principles: agility, transparency, communication and technology.
We’re passionate about providing bespoke advisory & software solutions
We are committed to offering great value outsourced advisory and compliance services using market-leading technology & expert advisors.
Our Mission
To equip private market funds with the expertise and tools they need to optimise their tax process by maximising team productivity while delivering accurate filings based on high-quality data.
Our Vision
We see ourselves as an extension of our clients’ team, so we work under the principles of transparency and accessibility. We use technologies, like Microsoft Teams, to maintain an open line of communication to answer your questions and provide you with updates.
Address
The Old Stables, 170 High Street, Amersham
Phone Number
+44 (0)20 3398 1711
Get in touch
Use the form below to send us a message.
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