For law firms
A partnership-tax desk for your firm, without adding headcount.
You draft the operating agreements. If you don’t have in-house tax, the allocations and K-1 results are a gap. We cover it for you, under your firm’s brand.
The problem
Strong drafting, with a tax blind spot.
Securities and syndication attorneys draft solid agreements. The tax mechanics, the allocations, the capital accounts, and the K-1 results sit outside most firms’ expertise. Clients assume it is handled. When it is not, the problem shows up years later on a tax return.
We become your tax-review desk. You send the agreement, we run our 12-point review, and you deliver the result to your client under your own brand. One specialist across your whole deal book, with no one new to hire.
- Confirm the tax economics of every agreement you draft.
- A standard, repeatable review your clients can rely on.
- Work delivered on your timeline, under your brand.
- One tax specialist across your entire practice.
How we engage
Two ways to work together.
Pilot
Red Flag + Plain English Report
$500
Try us on a single deal, today.
- A 12-category tax review of one operating agreement
- A clear scorecard you can share with your client
- Key tax terms explained in plain English your client will understand
- Buy now; document instructions arrive right after checkout
Firm engagement
Fractional Tax Desk
monthly retainer
For firms with steady deal flow.
- A set number of reviews each month, discounted by volume
- Priority turnaround, on your schedule
- Billed to the firm, not the client, under your brand
- Your outsourced partnership-tax specialist on call