Trusted by 30+ CPA Firms

Partnership Returns Are Complex – Your Staffing Shouldn't Be

1065 preparation, capital account maintenance, K-1 allocations, and Section 754 adjustments handled by trained offshore teams.

2,000+
1065s Filed
Capital
Account Experts
55–65%
Cost Savings

Partnership complexity shouldn't paralyze your practice

Partnership returns are the most complex in tax practice – capital account tracking across tax, GAAP, and 704(b), allocation waterfalls for multi-tier structures, Section 754 elections, and special allocation provisions. Most firms have only 1–2 people who can handle this work competently.

Capital Account Tracking

Maintaining capital accounts across tax, GAAP, and 704(b) bases simultaneously creates the highest error-rate in pass-through preparation.

Allocation Waterfalls

Special allocations, targeted allocations, and waterfall provisions require deep partnership tax knowledge that most preparers lack.

Section 754 Elections

Basis adjustments under 743(b) and 734(b) require detailed asset-level calculations that consume hours of senior staff time per transaction.

Multi-Tier Structures

Partnerships holding interests in other partnerships create tiered allocation chains that multiply complexity exponentially.

The Real Cost of Partnership Tax Complexity

$2,500–$6,000Avg prep cost per 1065
10–15 hrsAvg prep time for complex partnerships
45%Returns with special allocation provisions
70%Firms outsourcing partnership work selectively
Calculate Your Savings →

Full-Cycle Partnership Tax Execution

Everything from 1065 preparation to multi-tier partnership returns – handled by U.S.-trained offshore specialists inside your systems.

1065 Preparation

Complete partnership return preparation including income/loss computation, Schedule K analysis, and all required statements and disclosures.

Full 1065 preparation
Schedule K compilation
Required statements & disclosures

K-1 Allocations

Partner K-1 preparation with proper allocation of income, deductions, credits, and self-employment income based on partnership agreement provisions.

Special allocation support
Targeted allocation calculations
Self-employment income allocation

Capital Account Maintenance

Year-over-year capital account tracking on tax, GAAP, and Section 704(b) bases with proper adjustment for contributions, distributions, and allocations.

Tax basis capital accounts
704(b) capital accounts
GAAP capital account support

Section 754 Adjustments

Basis adjustment calculations under Sections 743(b) and 734(b) with asset-level detail and amortization/depreciation schedules.

743(b) transfer adjustments
734(b) distribution adjustments
Asset-level depreciation schedules

Partner Basis Calculations

Outside basis tracking for all partners including contributions, distributions, allocated income/loss, debt allocation, and at-risk limitations.

Outside basis worksheets
Debt allocation (752 rules)
At-risk limitation analysis

Multi-Tier Partnership Returns

Preparation of tiered partnership structures with proper flow-through of income, credits, and basis adjustments across entity levels.

Tiered allocation flow-through
Inter-entity coordination
Consolidated K-1 packages

Your Partnership Tax Team in 3 Weeks

A proven onboarding process that gets your partnership returns handled fast – without the typical offshore headaches.

1

Discovery Call

We learn your partnership client mix, complexity levels, allocation provisions, and multi-tier structures.

2

Team Assembly

We match specialists experienced in 1065 preparation, capital accounts, and Section 754 adjustments.

3

SOP Training

Your team trains on your workpaper standards, capital account conventions, and K-1 generation procedures.

4

Pilot Engagement

Start with 15–25 partnership returns. We prepare, you review. Scale based on results.

Most firms complete onboarding in 2–3 weeks and free senior staff from partnership production within 60 days.

In-House vs. Accountably

An experienced partnership tax preparer costs $85K–$120K in salary. Add capital account expertise, Section 754 knowledge, and multi-tier structure capability – you're looking at $120K–$150K fully loaded for senior partnership tax talent that most firms can't even find.

ComparisonU.S. In-House StaffAccountably
Senior Partnership Preparer (Annual)$95,000 – $130,000$36,000 – $48,000
Staff Partnership Preparer (Annual)$70,000 – $85,000$26,000 – $34,000
Time to Productivity6–12 months2–3 weeks
Capital Account ExpertiseSenior staff only✓ Dedicated specialists
Multi-Layer QC Built In✗ Not included✓ 4-tier review
Backup Coverage✗ No coverage✓ Always covered
Section 754 CapabilityLimited✓ Trained specialists
Turnover RiskCritical – niche expertise✓ 98.7% retention

We Work Inside Your Tax Software

Our teams train on your tech stack during onboarding – no migration needed.

D
Drake

Drake Software

Certified Team
L
Lacerte

Lacerte

Certified Team
U
UltraTax CS

UltraTax CS

Certified Team
P
ProConnect

ProConnect

Certified Team
C
CCH Axcess

CCH Axcess

Certified Team
G
GoSystem

GoSystem

Certified Team
+

+ Any Other

We'll Train
Your software not listed? Request integration support here
Case Study
180Partnership returns
$96KAnnual savings
2Offshore specialists
99.1%Accuracy rate
Get Similar Results →

How Summit Advisors LLP Scaled Partnership Capacity Without Senior U.S. Hires

A firm specializing in real estate and investment fund partnerships was turning away engagements because their 2 senior preparers were at capacity. Capital account maintenance and Section 754 adjustments consumed 70% of prep time. With 2 Accountably partnership specialists, they processed 180 returns with 99.1% accuracy, reduced prep time by 40%, and took on 30 new partnership clients – growing revenue by $280K without adding U.S. headcount.

"We went from a 6-week backlog on partnership returns to a 5-day turnaround."

– Andrew Summit, Managing Partner

Common Questions

Everything you need to know about our offshore partnership tax return services.

Yes. Our partnership specialists are trained on special allocations, targeted allocations, waterfall provisions, and multi-tier partnership structures. We handle tax, GAAP, and 704(b) capital account allocations based on your clients' partnership agreements.
We maintain year-over-year capital accounts on all required bases (tax, GAAP, 704(b)) with proper adjustments for contributions, distributions, allocated income/loss, and Section 704(c) adjustments. Capital accounts are reconciled and documented in standardized workpapers.
Yes. We calculate 743(b) and 734(b) basis adjustments at the asset level, prepare amortization and depreciation schedules for basis adjustments, and track the impact on subsequent partner allocations.
Our team handles tiered partnership returns with proper flow-through of income, credits, and basis adjustments across entity levels. We coordinate K-1 allocations between upper-tier and lower-tier partnerships to ensure consistency.
Standard partnerships: 5–7 business days. Complex multi-tier or 754 returns: 7–10 business days. We maintain these SLAs through dedicated partnership specialists.
Absolutely. Most firms start with straightforward operating partnerships to validate quality before expanding to real estate, investment fund, and multi-tier structures. Our pilot is designed for this progression.

Ready to Scale Your Partnership Tax Capacity?

Get started today and see how much your firm could save with dedicated offshore partnership specialists.

30-Day Pilot Guarantee
3-Week Deployment
SOC 2 Aligned Security