Industries Served

financial services sector

Assisting the Financial Services Sector Achieve Financial Clarity

Investment management companies need a CPA firm to help them navigate complex reporting, governance, and regulatory requirements. Private equity funds, hedge funds, investment advisors, fixed income managers and other financial service providers count on Pinell & Martinez, CPAs to:

Enhance profitability by helping control costs

Our audit and tax professionals have comprehensive investment industry, regulatory, and technical expertise, enabling them to provide a high level of experience and service at a reasonable cost.

Ensure that your audits and tax returns are completed on-time

We take great care to meet your reporting requirement deadlines. We have a firm-wide goal of completing and mailing K-1s to investors no later than March 15.

Provide consistent technical support and advice

Our partners and principals are involved in all client engagements so you can expect the highest level of experience and access from us.

Why Pinell & Martinez, CPAs?

Our firm culture is built on strong relationships. We are proud of our high client and staff retention rate, which enables us to deliver consistent and knowledgeable services that significantly benefit you over the long haul. Our goal is to become trusted advisors to you and your team.

To learn more about how we can help, contact Randy Martinez at 985.327.7311