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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Let our team of experts inspire confidence in your lPs that crucial jobs are handled in a compliant and secure way
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.
Work with professionals who understand complex partnership structures and real estate investment regulations.
Build strong tax reporting and documentation to prevent costly penalties and protect investor trust.
Handle state tax requirements and create accurate filings across multiple jurisdictions, reducing compliance risks.
Find hidden tax advantages that typical CPAs miss with strategies built for real estate investments.
Accelerate depreciation timelines that improve cash flow and increase returns by up to 5% through specific analysis of property components.
Apply 754, 263(a), and other valuable elections matched to your investment timeline, creating advantages for general and limited partners.
Utilize strategies like 1031 Exchange and Opportunity Zone Investments to defer capital gain taxes and preserve equity.
Predictable K-1 schedules and documentation that win investor trust and prevent last-minute scrambles.
Give your investors K-1s on a consistent, predictable timeline they can count on through our structured batch system.
Offer investors 24/7 access to tax documentation in one convenient digital location.
Cut investor communication workload by 40% with direct updates and organized processes.
A 4-step structured approach that turns tax complexity into predictable results
We review your current tax position, align partner information, and conduct an orientation call to establish clear expectations for the filing season.
Submit your critical financial documents through our secure portal by your batch deadline. We review your trial balance, financials, and asset details to lay groundwork for 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.
Our digital platform reduces tax workflow complexity while our tax experts handle the strategy. This combination gives you faster document processing and fewer errors.
Secure portal for immediate document exchange
Digital investor profile tracking
Online K-1 distribution with status tracking
Real-time compliance monitoring
Direct investor communication tools
Our tax strategies focus on optimizing depreciation, using cost segregation studies, applying strategic tax elections, and maintaining timely compliance. These approaches have shown IRR increases of up to 2.5% across our client portfolio.
No, our tax compliance 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, multi-state filings, and complex entity structures common in commercial real estate.
Cost segregation studies work best for properties with significant improvement components, such as multifamily, office, retail, and industrial assets. Benefits vary based on property type, purchase date, and improvement scope. Our team can review your portfolio to find the best candidates.
Yes, we build our tax compliance services based on your firm's size, portfolio, and specific needs. We offer tiered service packages we can adjust to match your requirements and budget.
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