AboutOur Work
For more than 25 years, our solutions have served the largest public accounting firms and US partnerships.
Viewing Partnership Tax · Matching milestones are marked in the timeline below. Show all
2024
Sale of Document Intelligence system and related inventions to a Big 4 firm. Widespread rollout in year one. AI and ML comprehension of K-1s, K-3s, footnotes, and associated tax documents.
2020
Sale of cloud-first partnership tax compliance system to an international firm. Nine-figure ROI in year one. GAAP-to-tax tiering, real-time analytics, and direct K-1 production.
2018
Experimental machine learning system to automate the extraction of structured data from K-1s and footnotes eliminated 30,000 labor hours in the first busy season of use. Machine learning and heuristic extraction from tax forms and complex footnotes — before modern LLMs.
2017
Development of a deep partnership modeling platform for Big 4 National Office M&A practice. Used to model and propose Up-C conversions of the largest publicly traded US PE entities. Three-year collaboration including Up-C conversions for prominent publicly traded entities.
2013
Sale of breakthrough Sub K tax allocation engine and related inventions to Big 4 firm. Over next three years, developed it into the market-leading platform. In-memory, parallel Subchapter K allocation — the foundation of a comprehensive GAAP-to-tax compliance system.
2011
Developed in-memory analysis and ubiquitous parallel processing techniques.
2001
Pioneered early software solutions for partnership tax, including 704(b), 704(c), and 752 allocation logic.
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