Partnership Tax for Real Estate Syndicators

Your K-1s Go Out
March 15

Partnership returns and investor K-1s for real estate syndicators. Every K-1 comes with a video that explains it to your LPs.

One condition: books closed and documents in by January 31.

The Problem

Who It's For

Sponsors With Investors
Waiting on a K-1

Not a fit: individual returns, or a single rental property. I'll tell you on the call rather than in March.

How It Works

What Do You Get, and How Does March 15 Actually Work?

You get the partnership return, every investor K-1, a K-1 explainer video for your LPs and a walkthrough video of your own return, all by March 15. The date holds because the work is scheduled backward from it: onboarding from April to August, workpapers in the autumn, and books closed by January 31.

What's Included

• Your partnership return (Form 1065) and every investor K-1.
• A K-1 explainer video for your investors, made for your deal, which usually stops the Box 20 phone calls.
• A walkthrough video of your own return, so you know where the year landed.
• Onboarding: a walkthrough of your prior-year returns, a plan of action and an entity map. No separate onboarding fee.
• The handover from your current CPA, handled for you.
• Questions, whenever you have them. Asking is never billable.

The full scope, and what sits outside it, is on what's included in the partnership return and K-1 package.

How March 15 Works

• April to August: onboarding. It's the only window for new clients, so your first thirty days land outside busy season.
• Autumn: workpapers get prepared, while there's time to do them properly.
• By January 31: your books close and your documents come in. That's the one condition on the date.
• February to early March: preparation only. Nobody new comes in.
• By March 15: returns filed, K-1s released, both videos delivered.

If your documents run late, you hear what that moves the same week, not on March 14. A calendar-year partnership return is due March 15 anyway. Most get extended to September. Yours doesn't need to be.

Who It's For

Sponsors whose investors are waiting on a K-1: syndicators, fund managers and multi-entity CRE operators. If you're an investor in someone else's deal rather than the sponsor, tax returns for limited partners are a separate service: multi-state K-1s, outside basis tracked year over year, and suspended losses that are still there when the deal sells. And if you're new to how a deal is put together, start with how a syndication pools capital and how it's taxed.

How to Start

Book a Call

Thirty minutes. Your structure, your investor count, how last tax season went, and roughly what your file costs. If it isn't a fit, you'll hear that on the call.

Book a 30‑Min Call

Three onboarding slots a month, and none between January 1 and March 15.

Or email directly: matt@surefiretaxco.com