Partnership tax is the specialty here.
Rental portfolios, syndications, funds, and REIT structures, and the K-1s they throw off. This is the work this practice was built around, with big-firm and in-house REIT experience behind it, and the attention of the CPA who actually prepares the returns.
Schedule a consultationThe work most preparers punt on
Partnership returns that hold up
Form 1065 with special allocations, capital-account maintenance, and debt allocations done carefully, so every partner K-1 is defensible and on time.
Basis step-ups and the 754 election
Bought or inherited a partnership interest? The 754 election and the basis adjustments behind it are where real money gets missed. This is core work here, not an exotic request.
Syndications and funds
Investor K-1 packages, multi-state footprints, and the reporting rhythm sponsors and investors both depend on.
REIT and fund structures
Experience from inside the industry: in-house REIT tax leadership, now applied directly to your structures and the returns they generate.
Where the engagements land
Partnership (1065) pricing is from $1,500 for basic: 2–3 partners, single state. Multi-state or special allocations: $3,500+. Investment / real-estate partnerships & syndications are typically $3,500+. Investor 1040s with K-1s, rentals, or multi-state footprints are quoted as Complex 1040 engagements, fixed before work begins.
See full pricingBring the structure. We know the terrain.
A free 15-minute call about your partnership, portfolio, or fund. Bring last year’s K-1s if you want a second opinion.
Schedule the call