Convert tax compliance from a cost center to a profit driver that builds investor trust and adds up to 2.5% to your IRR.
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LP vs. LLC vs. Series Fund: Tax & Administrative Guide for Fund Managers
Convert tax compliance from a cost center to a profit driver that builds investor trust and adds up to 2.5% to your IRR.
Our CPA team handles investor communications and K-1 delivery directly in your system.
Partner with CPAs who specialize in real estate funds and spot opportunities before filing season hits.
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Our team handle investor profile audits and deliver K-1s through your platform so your investors receive documents on predictable schedules.
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We work directly in your SponsorCloud system, giving you one integrated workflow for everything.
Harisimran brings over 20 years of accounting experience to her role at SponsorCloud, 10 years specialized in real estate. She has also been a CFO in private equity and her expertise in financial strategy and tax compliance ensures that SponsorCloud's clients receive top-tier guidance in navigating the complexities of the real estate market.
Justin Shen brings 17 years of industry experience to his role. His expertise encompasses working with prominent private equity sponsors, having held senior roles as Fund Controller and Director of Finance. Throughout his career, he has managed private equity funds with over $8.5 billion in AUM for institutional clients. He also has a strong background in public accounting making him an expert in fund administration and tax compliance.
A 4-step structured approach that eliminates tax filing stress and gets your investors their documents on time.
We review your current tax position, align partner information, and conduct an orientation call to establish clear expectations for the filing season.
We collect your financial documents through our secure portal and analyze your trial balance, financials, and asset details to prepare accurate filings.
Our team creates and verifies your cap table proforma for approval, then prepares all tax documents with careful attention to depreciation calculations and adjustments.
After your review and approval, we upload K-1s to your investor portal and file your returns before all federal and state deadlines, providing investors with timely, accurate documentation.
Get professional tax compliance and K-1 preparation handled directly in your SponsorCloud platform.
Your K-1s get prepared and delivered automatically.
Document delivery tracking runs itself.
Tax compliance happens in the background.
Our CPAs handle investor tax questions.
Filing progress updates without the CPA check-ins.
Find hidden tax advantages that typical CPAs miss with strategies built for real estate investments.
Apply 754 and 263(a) elections that boost your after-tax returns while typical CPAs miss these opportunities every filing season.
Capture interest deductions through 163j elections that preserve more equity for your investors and general partners.
Use 1031 exchanges and Opportunity Zone strategies to defer taxes and keep more capital working in your deals.
We deliver your investors' K-1s and tax documents on schedule that win investor trust and prevent last-minute scrambles.
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Clear Delivery Schedules
Your investors get their K-1s when they expect them, through a clear delivery schedule they can track and count on.
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Centralized Document Management
We organize and deliver all tax documents to your investors in one secure location they can access anytime.
Reduced Administrative Work
We handle investor communications about tax documents directly, eliminating your administrative workload through organized processes and proactive updates.
Our tax strategies focus on optimizing depreciation, strategic tax elections, and proper entity structuring to maximize after-tax IRR. These approaches have shown IRR increases of up to 2.5% across our client portfolio through proactive tax planning and compliance.
No, our tax and K-1 services work for all CRE fund managers and syndicators, whether you use our platform or not. Clients who use both gain extra efficiency through direct integration.
Yes, we handle all aspects of entity tax returns for real estate syndicators and fund managers. Our team specializes in partnership returns, K-1 preparation, and multi-state filings specific to commercial real estate.
We prepare accurate K-1s for all your investors and can distribute them directly through your investor portal or via secure delivery. Our process includes investor-specific calculations and timely delivery before tax deadlines.
Yes, we build our tax and K-1 services based on your firm's size, portfolio, and specific needs. We offer service packages that can adapt to match your requirements and budget.
Talk to us and learn how our team can increase cash flow, reduce investor tax burden, and deliver K-1s on time.
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