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Tax Services
Real estate expertise ✔
Partnership taxation specialists ✔
We don’t just prepare returns, we build tax strategies that scale with your business.
We specialize in the complexities of partnership taxation, particularly in real estate, private placement offerings, and investment fund structures.
Whether you’re launching your first syndication or managing a growing fund with multi-state operations, we bring clarity to complexity.
Who We Work With
Real estate sponsors and developers
Private fund managers and syndicators
General partners and managing members
LPs and passive investors
U.S. partnerships with foreign investors
Real Estate & Private Funds Tax Compliance
We handle the nuances of partnership returns (Form 1065) for GPs, LPs, and fund managers across a variety of asset classes and deal structures. That includes waterfall allocations, capital account tracking, and state-level reporting obligations.
Syndications & Private Offerings
Our team supports sponsors and GPs in structuring and managing investor-level tax compliance, including K-1 preparation.
Tax isn’t just about compliance. We identify planning opportunities, from timing capital gains and depreciation recapture to managing state tax exposures, that help you and your investors keep more of what you earn.
Our Experts Provide:
Multi-State Filings & Apportionment
From state composite returns to withholding and apportionment strategies, we ensure your filings are accurate and compliant, even when operations span multiple states or involve non-resident investors.
Foreign Investors & Withholding Requirements
We navigate the reporting and withholding requirements associated with non-U.S. investors in U.S. partnerships, helping sponsors stay compliant with IRS rules while keeping investor communications clear.
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