Connect corporate equity, partnership distributions, and investment tax records within the MKG Tax Pro platform vision.
Specialized capabilities designed to connect the records behind investment decisions, distribution models, and tax reporting.
A structured view of who owns what—and how ownership changes.
Model distributions according to the economic terms of each investment.
Connect transaction detail with the records needed for tax analysis.
Adjust an illustrative investment to see how return of capital, a preferred return, and a residual split affect proceeds.
Real waterfalls can include GP co-investment, catch-up tiers, hurdles, and deal-specific allocation rules. Each model needs its own governing terms and review.
Educational example only. This simplified model assumes LP-funded capital, a non-compounding annual preferred return, no GP catch-up, and a residual carry split. It is not a tax or contractual allocation calculation.
Keep an election connected to the ownership history it affects, with a dedicated legal and filing workflow at every stage.
Connect the recipient, ownership interest, grant or acquisition date, and vesting schedule.
Organize Section 83(b) preparation, deadline tracking, professional review, and filing evidence.
Retain election details alongside vesting events, ownership changes, and relevant basis records.
Carry acquisition, basis, and transaction records forward for subsequent sale and tax reporting review.
Tax returns, information returns, elections, and financial models share data. Each retains its own legal requirements, calculation methods, review, and filing process.
Personal returns and Forms 1120, 1065, and 1041 require return-specific preparation and review.
Forms 1099-DA and 1099-B support transaction reporting. Form 990 serves exempt organization annual information reporting.
Section 83(b) has its own election, deadline, and filing-evidence workflow, linked to equity records.
Cap tables and waterfalls are ownership and financial accounting records with agreement-specific modeling rules.
The unified AI tax and financial intelligence platform brings tax preparation, wealth management, equity intelligence, and practice management into a connected experience.
This page presents the planned capability scope. Production availability and supported filing workflows require separate confirmation.
Explore four connected capability areas. Start with a discovery conversation to define the services, records, integrations, and workflows your organization needs.
Individual, business, fiduciary, and nonprofit preparation, including personal returns and Forms 1120, 1065, 1041, and 990. Each return type has its own preparation, review, and filing requirements.
Investments, cost basis, gains, and distributions. Connect brokerage and digital asset transactions, tax lots, dividends, and basis adjustments for investment tax analysis.
Cap tables, Section 83(b), ownership, and waterfalls. Connect equity grants, vesting schedules, acquisition dates, basis, and subsequent disposition records.
CRM, client portal, workpapers, billing, and workflow. Coordinate client information, document collection, preparation, and professional review.
The scope can include corporate ownership records, cap tables, vesting, partnership and private equity distribution models, investment tax reconciliation, and related practice workflows. Discovery identifies your priorities and the services to include in a proposal.
No. Cap tables are ownership records, and waterfalls are financial distribution models governed by the applicable agreements. They can supply data for tax work, but retain separate legal, calculation, and review workflows.
An election workflow connects preparation, deadline tracking, review, and filing evidence with the relevant ownership interest, acquisition date, vesting schedule, and basis records. Those records also support later disposition reporting. The election retains its separate filing requirements.
Personal returns and Forms 1120, 1065, and 1041 have return-specific workflows. Forms 1099-DA and 1099-B concern transaction information reporting, while Form 990 is an annual information return for exempt organizations. Shared data does not make their requirements interchangeable.
The interactive example illustrates a simplified return of capital, non-compounding preferred return, and residual carry split. Actual distributions require a model based on your governing agreements, including any catch-up provisions, hurdles, GP co-investment, and allocation tiers, followed by professional review.
Describe your entities, ownership structure, investment activity, current systems, reporting needs, and timeline. Identify the records available, such as cap tables, governing agreements, vesting schedules, and transaction reports. The discovery conversation can establish how supporting documents should be provided.
Use our contact page to request discovery and a proposal. Tell us which capability areas you need and the outcomes you want to achieve. Scope, deliverables, timing, pricing, integrations, and production availability can then be confirmed for the proposed engagement.
Tell us about your ownership structure, distribution requirements, tax reporting needs, and practice operations. Contact MKG Tax Consultants to discuss discovery and request a proposal tailored to your scope.