Tax Center Overview: Simplifying Taxes for Alternative Investment Investors, Advisors and CPAs


AltExchange’s tax center collects and stores tax documents for all alternative investments.

AltExchange’s technology-based Tax Center collects and stores tax documents for alternative investments, saving investors, advisors, and CPAs hours on tax time.

NEW YORK CITY, NEW YORK, USA, Oct. 12, 2022 / — Today, AltExchange launches Tax Center: a technology solution designed for investors, advisors and CPAs that collects and stores tax documents for all alternative investments.

AltExchange Tax Center:
– Automatically collects, organizes and distributes tax documents (eg K-1, 1099) for all alternative investments, easily accessible and downloadable on the platform.
– Includes investments in private funds, online funding platforms (e.g. CrowdStreet, Wefunder), startups, directly owned real estate, etc.
– Tracks previous year and current year distributions by asset type, simplifying quarterly tax estimates.
– Integrates with major advisor portfolio management systems (e.g. Black Diamond, Addepar, Tamarac).

Zak Boca, CEO of AltExchange, said:

“One of the biggest issues we hear from advisers, tax advisors and alternative investors is the difficulty in collecting and managing tax documents. Our goal as a company is to simplify the management of alternatives in all aspects, delivering a brokerage-like experience for alts. We’re excited to introduce another automated solution that further reduces friction for all participants in the alts space.”

Tax Center is now accessible to wealth advisors and direct investors.

To simplify the tax process for you or your company’s customers, please schedule a demo or contact [email protected].

Jennifer Redon
[email protected]
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