The AI-native operating system for multi-tier partnership tax.

Tax return preparation, partner allocations, and K-1 production on a connected database, not a stack of workbooks, with AI throughout.

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The Platform

Partnership tiering built to the highest technical standards, with AI throughout

K-1s at the rigor and speed of the largest fund tax practices

Compete with the firms that have invested the time and capital to build proprietary internal tooling. 

Thoughtfully embedded AI technology

Document ingestion, allocation drafting, user support, and anomaly detection — engineered for SOC 2 compliance and the professional standards partnership tax demands.

Comprehensive tiering, via database

Tax attributes move through every tier as structured data — not error-prone workbook formulas.

One platform, unified data

Federal, state, and international tax attributes, including capital account and tax basis tracking, housed in a single dataset — preventing the need for reconciliations between standalone files.

Built to standardize firmwide processes and deliverables

For acquisitive firms, new practices arrive with their own templates, technology, and habits. Cascade standardizes workpapers from any source or format — custom Excel, legacy software, paper, PDF — enabling day one integration and one firmwide brand.

Disciplined AI-Native Design

AI handles mechanical tasks. Practitioners review and exercise judgment

Where AI Helps

Intelligence layer

  • Task execution, entity onboarding, and conversational support via Cade, our partnership tax agent
  • Uploading and reading source documents
  • Trial balance mapping
  • Calculating preliminary book-tax adjustments
  • Reading partnership agreements and drafting partner allocations
  • Preparing reconciliations and flagging anomalies for reviewers
Where Math Is Exact

Calculation engine

  • Partnership allocations and distributions
  • Tax attribute waterfall tiering
  • Partnership tax return form preparation
  • 704(c) calculations
  • Multi-basis maintenance — book, tax, and 704(b)
  • State apportionment and allocation computations
Day One

Agent-driven onboarding

From source documents to first draft

Hand Cade the engagement's source documents — prior-year return, partnership agreement, trial balance, equity rollforward, partner schedules. It reads them, organizes them into Cascade, and prepares the first draft of the return for practitioner review.

app.cascade.tax — Madison JV LP
Workspace MJ Madison JV LP
Overview
FY 2025 Cade
Entity Overview
Madison JV LP Setting Up
Delaware LP EIN ••-•••4471 FY 2025 Owns 355 Madison Ave
Prep Progress
0 / 8
Documents
Trial Balance
Book-Tax Adjustments
Capital Accounts
Allocations
Partner Roster
Review Notesgate
K-1s
Trial Balance
$18.4M
Rental revenue · 342 accounts
96% mapped7 to review
Book-Tax Adjustments
Depreciation$1.8MTemp
§163(j) interest$410KTemp
Deferred rent$240KTemp
Meals & ent.$12KPerm
Partner Roster
2 direct
Meridian Fund LPJV Partner · 50%
Outside PartnerJV Partner · 50%
Cascades through Meridian Fund LP to 28 K-1s across 5 tiers.
01

Any format

Excel, PDF, scanned images, legacy software exports. Cade reads what you upload — no template required, no pre-cleaning.

02

Mapped to Cascade

Cascade extracts and maps everything automatically to the parts of Form 1065, and highlights anomalies for review.

03

First draft, sourced

Schedule L, Capital Transactions, Partner Demographics — all linked to and traceable back to source documents. Reviewers focus on judgment, not ticking and tying.

Database-Driven Tiering

One change at the lower tier. Every K-1 updated.

Tax attributes flow through the fund structure and out to every ultimate partner — automatically.

Tier 1 · Operating Asset
Property Level
355 Madison Ave
Operating · Income
Tier 2 · JV Partnership
JV Partnership
Madison JV LP
2 partners
Tier 3 · JV Partners
JV Partner · 50%
Outside Partner
External entity
JV Partner · 50%
Meridian Fund LP
21 partners
Tier 4 · Fund Partners
GP Entity
Meridian GP LLC
8 partners
20 Limited Partners
Tier 5 · General Partners
8 General Partners
0
Tiers traversed
0
K-1s regenerated
—
Total time
Meet Cade

Your in-house preparer, guide, and reviewer.

Any action a user can take in Cascade, Cade can take at the user's direction — reclassify accounts, upload and manage documents, re-run allocations, regenerate K-1s.

Trained on the Cascade architecture and partnership tax, Cade guides users through the app and analyzes work product on demand — surfacing anomalies and answering questions about the numbers as they take shape.

C
Cade
Partnership Tax Agent
Addressing Comments
Just spoke with the client — the "other liabilities" account on the TB is actually part of the nonrecourse debt facility. We need to re-code on Schedule L, re-run allocations, and update the K-1s.
Got it. I'll reclass to Nonrecourse liabilities on Schedule L line 20, re-run §752 allocations across all 47 partners, and regenerate the affected K-1s. Proceed? tb-account-mapping sec-752-allocation Show what will change
Yes, proceed.
Done. Schedule L updated, §752 shares recalculated, and all 47 K-1s regenerated. Flagged the updated K-1s for review before release. change-log partner-impact-summary Review flagged K-1s
Navigating Cascade
Where do I go to enter a transfer of partnership interest?
Open the entity, then Partners → Capital events → New transfer. I can take you there and pre-fill the transferor and effective date. guide-transfer-of-interest Take me there
How do we account for the partial interest sale?
I see both the selling partner and the new partner on the PBC distribution schedule. Both appear to remain partners at year end. You'll want to confirm the percentage of interest transferred in Capital events before allocations run, and then closely review the resulting §743(b) adjustment calculation. pbc-distribution-schedule Open Capital events
Reviewing the Numbers
Why is the depreciation M-1 so much bigger than last year?
Two drivers: the $3.2M bonus depreciation election on CY acquisitions, and the rolloff of a §743(b) adjustment that was fully depreciated as of last year. Net adjustment is +$2.8M vs. prior year. fixed-asset-rollforward 743b-schedule
Are we missing any M-1 adjustments?
I found one worth a closer look. Comparing your CY M-1s against last year's final adjustments and common patterns for real estate entities, I see one standout: no prepaid insurance adjustment recorded this year — last year had one for $187K. m1-prior-year re-entity-benchmarks
Who We Are

Built by practitioners, for practitioners.

Over a decade defining the category. Now we're rebuilding it.

We're partnership tax veterans who've spent careers building and using the platforms the largest firms run on. We understand the hard truth that problems that look like edge cases, such as 704(c) layers, target capital account allocations, tiered state apportionment, and custom footnotes, seem to show up on nearly every return that matters.

Cascade brings that effort to the rest of the market — engineered to the same standard as the best proprietary tooling in the industry, with those fact patterns at the center of the design rather than bolted on at the margins. On a modern stack, with AI doing the work the previous generation of software never could.

Founders
Arthur Teller

Arthur Teller

Co-Founder

Arthur is a CPA who has spent his career building and using the technology behind partnership tax — first as a practitioner on real estate partnerships, multi-tier funds, and REITs, then over a decade at KPMG US leading the development of the firm's end-to-end partnership tax platform, used by 4,000+ professionals and their clients. Most recently, he led Tax Technology Services at CohnReznick, where he saw firsthand what middle-market firms are up against: the same problems the Big 4 had quietly solved internally a decade earlier, without the budget to build the same way out.

Greg Andiorio

Greg Andiorio

Co-Founder

Greg has spent two decades on partnership tax: preparing and reviewing returns, advising on M&A transactions, and executing tax equity financings. Over the past decade at Marathon Capital, he raised tax equity financing for renewable energy projects, with a heavy focus on complex capital account and tax basis modeling. He spent his first decade in public accounting at RSM US and KPMG US, focusing on tax compliance for real estate partnerships, multi-tier funds, and high net worth individuals.

Ready to see Cascade?

For firms doing complex partnership tax work across all industries, including real estate, private equity, family office, venture capital, and more.

Request a demo Get in touch
info@cascade.tax · cascade.tax