BNY Mellon’s automated suite of tax services offers an effective way to streamline your tax analysis process and provides an array of decision-support tools to help you to increase your accuracy and efficiency.
Leveraging our experience as a leading fund accounting provider, our tax services combine a staff of experienced professionals to assist you and analytical tools to help you make strategic portfolio investment decisions in a timely, efficient manner.
Through our modular and flexible technology architecture, our tax services are automated and integrated with our core accounting capabilities, or on a standalone basis. Whichever service model you choose, we offer a wide range of real-time functionality and compliance support features, including the ability to automatically process wash sales, perform excise tax calculations and analysis, and ready access to fiscal year-end information, tax adjustment calculations and analytical reports.
We also support preparation of all required federal and state income, excise and franchise tax returns for funds where we act as administrator.