Our Story
The biggest error in partnership tax returns is compliance with the Operating Agreement.
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We're here to fix that.
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By offering scalable solutions that were previously only available to the largest clients of the largest firms, we exist to remove the largest landmine in partnership tax - understanding the Operating Agreement and it's tax impact.
Solutions
Compliance Review
Work with one of our team leads to find out if you're in compliance, or in need of help. We review your Operating Agreement and corresponding tax return.
Advisory Review
Get a Compliance Review of your Operating Agreement and tax return
+ missing clauses review
+ sample language for your counsel.
Forecasting
For our most sophisticated clients, we are able to project future K1s based on business projections and Operating Agreement language.
Consulting and Coaching
We provide ad hoc consulting and coaching to bridge the gap between service providers and their clients.
Empowering Business and Real Estate Owners
Hundreds
Operating Agreements Read
Thousands
Tax Returns Reviewed for Compliance
Dozens
Disputes Avoided by Forecasting
17
Years of Tax and Accounting Experience
Focus Areas
Real Estate
Experience from one class of equity, to preferred classes, to Tenancy in Common - we work heavily in this industry.
SMB
Traditional industries that utilize partnership structures are just as at risk for noncompliance with Operating Agreement language.
Accountants
We speak accountant and act as a bridge between clients, investors, lenders, and their advisors.
Our Approach
Scalable Support for All Levels of Experience
01
Understanding
What's been promised?
What's been delivered?
How do we reconcile the two?
02
Plain English Results
What does the Operating Agreement say?
And what does that mean to you?
03
Damage Control
Now what?
What is the exposure?
How do we get back into compliance?
04
Forward Looking
How do we take lessons and apply them forward?