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Industries We Serve

Financial Services

  • Industries We Serve
    • Air Charter Travel
    • Architects & Structural Engineers
    • Closely Held Businesses
    • Construction – Residential & Commercial
    • Consumer Goods
    • Contractors
    • Doctors
    • Entertainment
    • Fashion and Apparel
    • Financial Services
    • Law Firms
    • Hospitals
    • Manufacturing
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    • Oil & Gas
    • Pharmaceutical
    • Professional Athletes
    • Professional Services
    • Real Estate Development
    • Retail
    • Transportation
    • Wholesale Distribution
    • Wealth Management

Building investor confidence with not only individuals but institutions, navigating and adapting to the ever changing regulations issued by government agencies, and determining the value of complex financial instruments are just a few of the reasons why financial service companies need, perhaps more than ever before, rock solid accounting, tax, and business advice. 

Our professional team serves the needs of brokerages, registered investment advisers, alternative investment funds, private equity funds and hedge funds. 

We can provide you with the audit, tax and business advisory services you need because our team is dedicated to your industry, and, as such, understands your business. The partners who lead our team understand the importance of partner involvement and have extensive experience representing financial service companies. Our clients know that our partners are always available and can speak directly with the decision maker, to work through any issues. 

Our clients range from start-ups to well established businesses, most of which are in the middle market. Indeed, WDC & Associates, LLP, has been helping middle market companies in the financial service industry succeed for over 25 years. 

Our services for established businesses include:

  • Audits of financial statements
  • Performance measurement
  • Preparation of tax returns and related investor schedules
  • Valuation of funds and portfolio investments

For start-ups, we provide:

  • Due diligence investigations
  • Structuring of investment partnerships
  • Review of a fund's organizational documents
  • Identification of a tax-advantaged operating structure
  • Business plan support and advice
  • Identification of fund administrators and other third-party service providers
  • Review of partnership or shareholders agreements
  • Assistance with the preparation of compliance manuals

Regardless of whether you are a start-up or well established in the financial sector, our team can provide you with the audit, tax, and business advisory services you need to minimize risks and control operating costs so that you can leverage your financial future.

At WDC & Associates, we believe that experience results from applying lessons learned to new solutions.

Get In Touch

10866 Wilshire Blvd, Suite 375
Los Angeles, California 90024
310.479.7720

2280 Lincoln Ave, Suite 200
San Jose, California 95125
408.298.1888

To make an inquiry please complete the form above.

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