For Tax Professionals

You manage MLP clients. You know the K-1 complexity. This tool does the math you'd do manually — with full IRS worksheet traceability.

What Your Clients Get

  • ✓ Multi-position portfolio dashboard with aggregate tax exposure
  • ✓ Basis erosion projections with IRS worksheet citations (Lines 1-14)
  • ✓ §751 recapture estimates per position
  • ✓ Estate planning analysis with §1014 step-up calculations
  • ✓ Sell vs hold comparison with breakeven-to-sell price

What You Get

  • ✓ CPA PDF export — branded report with full IRS worksheet detail
  • ✓ Excel audit file — visible formulas, editable assumptions
  • ✓ Every assumption documented, every citation linked to IRC sections
  • ✓ Output you can hand to a client or attach to a financial plan
  • ✓ $49/year per client — no per-seat licensing

Built by Lucas Andersen — Masters in Finance, proprietary energy trader with direct MLP positions. 1,400+ automated test assertions verify correctness against hand-calculated values.

Try the Simulator Free → | View Pricing →