Syndications · investment clubs · joint ventures · small funds
Partnership returns, investor K-1s, and the cost segregation timing that decides whether the first-year numbers land the way you told people they would.
These come up in nearly every first conversation. Here is our honest answer to each.
You raised the money on a relationship, and the K-1 date is where that relationship gets tested. We give you a written calendar at the start of the engagement: what we need, from whom, by when, and what happens on each date. You forward that calendar to your investors and stop being the middleman.
A study that lands after the return is filed is an amended return and an awkward email. We coordinate the study timing against the filing calendar from day one, and we tell you honestly when a property is not worth studying at all.
Preferred returns, promote, catch-up, class A and class B units — a preparer who has not read your documents will allocate on percentages and hope. We read the agreement, allocate to what it says, and show you the capital account roll-forward so you can check it.
A list you can hand to your partner, your CFO or your spouse without translating it first.
We do not raise capital, we do not introduce investors, and we give no securities or investment advice of any kind. We do not act as the fund's administrator. We prepare the tax filings and the investor reporting, and we work alongside your securities counsel rather than in place of them.
What we put in writing
The tax planning fee is 40% of the tax actually saved, billed by ARPP LLC and paid out of money that was otherwise going to the Treasury. If the saving does not happen, there is nothing to pay. Tax return preparation is billed separately by Barr Advanced Tax Solutions under its own fee schedule.
For clients with $500,000 or more of income, we guarantee to identify at least $10,000 in tax reduction beyond what your current CPA, EA or tax attorney has already found. If we do not, Barr Advanced Tax Solutions prepares your individual federal returns at no charge for the next three years — a stated value of up to $22,500. Eligibility conditions apply and are published in full on our Terms & Guarantees page.
We do not use anything we would not want to explain to an examiner. Each position we take rests on the Internal Revenue Code, the regulations, or settled authority — not on an aggressive reading of a grey area and a hope that nobody looks.
Should any planning we put in place come under scrutiny, we stand behind it and defend the position at no cost to you, for as long as that position is open. You are not handed a strategy and then left alone with it.
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Tell us when the entity's year ends. We will give you every date that matters — including the dates you can forward to your investors so they stop asking you.
Your answer will appear here. Nothing is sent to us and nothing is stored.
Nothing you type here leaves your browser. There is no email box, no sign-up and no tracking on this tool — the answer is worked out on your own machine and we never see it. Federal partnership returns are due the 15th day of the third month after year end, with a six-month extension available on Form 7004. For a calendar-year 2025 entity that is 16 March 2026, extended to 15 September 2026 (IRS Form 1065 instructions). Weekend dates roll to the next business day; public holidays are not applied here.
Send us last year's return. Within ten business days we send back one page telling you what we found — and if we find nothing, we will say so plainly. No charge, no obligation, no card.
A one-page dated calendar you can adapt and send to your own investors, plus the three points in the year where syndications usually lose control of the date.
One email, the document attached, and nothing else unless you ask. You can tell us to stop at any time.
Quoted per entity, based on the number of investors and the number of unit classes — the two things that actually drive the work.
Always included: reading the operating agreement, the investor K-1 package, delivery, and answering the first round of investor questions so they do not come to you.
Cost segregation is performed by a specialist firm and billed by them. We coordinate the timing and use the result. We do not mark it up.