Expert SPV Tax Specialists

Providing support for taking your business in bold new directions.

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What we do

Upstream.tax team will provide support for taking your business in bold new directions. Reliability while you create exciting investment vehicles for your visions and trustworthiness as you extend your reach to pursue new dreams.We sweat the details so that you do not have to.

When you've structured a new investment vehicle, you want the right partners by your side providing the crucial assistance needed to help in achieving your goals. At Upstream.tax, our specialized SPV tax preparation service will guide you and your business through the intricacies of SPV taxation, giving you the confidence and security, as your business expands, of knowing this critical work is in experienced hands.

Our tax services

1065s

Complete preparation and filing of the federal tax return (Form 1065) for your SPV(s)

K-1s

Schedule K-1 preparation and distribution for any business partners

Distributions

Preparation, filing and distribution of any required state filings for your SPV and partners

Cap Table Management

Support in cap table management and distribution waterfall calculations

Over X years of experience

At our accounting company, we understand that your business is unique, and that’s why we offer personalized services tailored to your specific needs. With years of experience in the industry, we have the expertise to provide you with the right solutions to meet your financial goals.

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Testimonial Image

Lisa Berger

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John Doe

lOream LCC

Frequently
asked questions.

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Contact us today to get a free consultation

We look forward to having the opportunity of aiding you in this important part of ensuring your success. Click here for more details regarding our SPV-related service, and please contact us to discuss how we can best serve your particular needs.