Eliminating K-1 pain points

Taxation services built into your private equity software

3 steps to make your tax filing better as an early stage and private market investor

1. Give early access to your CPA to rough out your return before your K-1 comes in.
2. Make sure your CPA knows private market investor filings, IRS Section 1204, and 1244 for capital gains, better tax discounts, and interest on loans.
3. Use software to keep your K-1s in one place, and provide access for an accountant to upload and…