For more information about how tax co-sourcing can benefit you, contact Claudia Mullen at 401.626.3241 or cmullen@cbiz.com. PE Co-Sourcing Case Study www.cbiz.com/outsourcing Issue A private equity firm with investments in more than 200 domestic and international portfolio companies needed to process more than 1,000 annual tax returns and more than 3,000 K-1 packages for investors. Even with a third- party tax preparer, the number of tax filings exceeded the bandwidth of the firm’s six-person tax department. Complicating matters, the firm’s management company restricted its ability to hire additional internal personnel. Solution CBIZ provided a customized tax department co-sourcing solution that assisted the firm with its filing requirements and adapted to meet the firm’s ch

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