Integrated tax structuring and fund-level accounting oversight

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Service

Integrated OZ tax planning and fund accounting through institutional-grade partners.

Overview

In Opportunity Zone investing, small errors have large consequences. Most mistakes stem not from complexity, but from advisors and investors acting without full understanding of the regulatory framework. ACARA eliminates that risk by aligning each investment with nationally recognized tax and accounting teams, ensuring that every deployment, filing, and distribution is properly designed, documented, and defended.

We are not accountants — we are your strategic point of integration across tax, fund governance, and compliance.

What We Do

  • Align Opportunity Zone strategy with broader tax and estate objectives
  • Coordinate QOF and QOZB accounting structures with best-in-class firms
  • Oversee required IRS filings, quarterly compliance monitoring, and annual investor reporting
  • Manage basis tracking, gains recognition events, and long-term audit defensibility

Who It’s For

Built for sophisticated investors and family offices seeking tax-advantaged deployment over $1 million, who demand institutional-grade accuracy without sacrificing privacy or flexibility.

Why It Matters

In this space, ignorance is the greatest risk. Proper Opportunity Zone investing is not merely about placing capital; it is about structuring and stewarding it through an evolving regulatory landscape. We help ensure that every dollar you invest is positioned, protected, and fully compliant — from the first day through the final exit.

Planning your financial future of business

Daniel Castillo

Managing Director

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Tax & Accounting