A smarter way to plan and file Partnership taxes
Analyze your 1065 partnership return, implement strategic tax planning across multiple partners and allocation structures — save thousands to millions in distributed tax liabilities while maintaining compliance.
Save through strategic allocations
Choose from expert-built, curated partnership tax strategies that optimize special allocations, basis tracking, and distributed benefits.
Estimate partner obligations
We analyze partnership activities to help partners anticipate tax obligations and plan distributions to avoid unexpected liabilities.
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Extend & File your returns
We monitor all partnership deadlines and help you meet every filing requirement for federal and state returns, including timely K-1 preparation.
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Partnership flexibility should enhance tax benefits,
not create complications
Analyze your prior year Partnership tax return
Partnerships offer unparalleled tax planning flexibility with complex compliance requirements. Get customized recommendations based on your partnership agreement, allocation provisions, and distribution strategy—ensuring compliance while maximizing tax advantages.
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Choose tax strategies that work for your Partnership
Select from dozens of tax strategies specifically designed for partnerships. They're developed by experts who understand the intricacies of partnership taxation, basis calculations, and special allocations.
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We help optimize partnership and individual partner taxes
Automated tracking, documentation, and compliance — our technology supports complex allocation formulas, basis tracking, and at-risk limitations while preserving valuable pass-through benefits for all partners.
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Partnership filing solutions coming soon
Soon you'll be able to model allocation scenarios, estimate partner tax obligations, prepare and distribute K-1s, extend your partnership returns, and file your 1065 with all required schedules. Instead is the first company in decades to receive IRS approvals for all core entities including 1065 forms, and once we complete state certifications.
End-to-end solution to streamline your partnership compliance from entity filing to individual partner returns!
A strategic investment to maximize partnership advantages
Partnership taxation offers exceptional planning opportunities, but requires diligent compliance and coordination. More than just tracking distributions, it's about strategic allocations that affect each partner's tax situation. For just $24/mo, you can optimize your partnership structure to legally minimize tax obligations while maintaining equitable partner treatment.
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