Form 1065 and K‑1s prepared by a licensed CPA, powered by AI for speed and accuracy. Flat-fee pricing. Fast turnaround. No hourly billing surprises.
Most firms bill hourly. The meter runs while they manually map your QuickBooks data, calculate allocations, and fill out forms. You get a surprise bill — and you're never sure if they caught everything. There's a better way.
Four simple steps. You do the easy part, we do the hard part.
Connect your QBO account with one click (read-only — we can't change anything). We securely pull your chart of accounts, trial balance, and financial statements.
Send us your operating agreement (PDF). Our AI extracts partner names, ownership percentages, and allocation rules. You confirm the details — that's your only homework.
Our AI maps every QBO account to the correct 1065 line, calculates totals, and allocates K-1s. Then a licensed CPA reviews every line — checking for accuracy, edge cases, and compliance. No black boxes.
You get your completed Form 1065 and individual K-1s for every partner — ready to file or e-file. We're available for questions and support through filing.
Because the IRS doesn't accept "the AI did it" as an excuse. Every return needs professional judgment — and that's exactly what you get.
Data extraction, account mapping, allocation math, PDF generation. What takes a CPA 8 hours, AI does in 5 minutes.
Edge cases, unusual transactions, state-specific rules, guaranteed payments, special allocations — a human CPA reviews every line.
AI speed at a fraction of traditional CPA costs. Human accuracy you can stake your business on. That's the HarvardTax advantage.
No hourly billing. No surprise invoices. You know the cost before we start.
2–3 partners, straightforward allocations
4–10 partners, custom allocations
10+ investors, waterfall, carried interest
Additional K-1s: $49 each beyond tier limit. State returns available as add-on.
If your partnership uses QuickBooks, we can file your return.
Real estate holdings, professional practices, joint ventures — we handle the 1065 so you can focus on your business.
GP/LP structures with complex allocations, preferred returns, and waterfall distributions.
Angel syndicates, venture funds, real estate funds — K-1s for all your investors, delivered fast.
If a HarvardTax-prepared return contains an error that results in an IRS penalty, we cover the penalty and re-file at no cost. We stand behind every return because a licensed CPA reviewed it before you did.
Get a free quote in under 2 minutes. No commitment.
Just tell us about your partnership and we'll send you a flat-fee quote.
Get My Free Quote →Or email us: dar@harvardtax.com
Or call: (310) 384-0970
Our AI technology handles the data extraction, account mapping, and initial preparation. Then a licensed CPA reviews every line of the return for accuracy, compliance, and edge cases before delivering it to you. You get the speed of AI with the judgment of an experienced tax professional.
You get a fixed price quote before we start — based on your partnership's complexity (number of partners, allocation structure, etc.). That's what you pay. Period. No hourly billing, no surprise invoices, no scope creep charges.
QuickBooks Online gives us the fastest turnaround because we can pull data automatically. If you use a different accounting system, we can still help — just send us your trial balance and financial statements. Turnaround may be slightly longer.
LLCs taxed as partnerships, limited partnerships (LPs), LLPs, and general partnerships. We handle pro-rata allocations, special allocations, waterfall structures, preferred returns, and carried interest.
Simple partnerships (2-3 members, pro-rata): 24-48 hours. Complex structures: 3-5 business days. During peak tax season, add a day or two. We'll give you an estimated delivery date with your quote.
Absolutely. We use read-only OAuth2 access to QuickBooks (we can never modify your books). All data is encrypted in transit and at rest. SSNs are used only for K-1 preparation and are not stored after delivery.
If a return we prepared contains an error that results in an IRS penalty, we'll cover the penalty amount and re-prepare the return at no additional cost. This applies to all returns reviewed and delivered by HarvardTax.