Tax workpapers that ship on your terms
CPA firms and in-house tax teams. From extraction to review: automated K-1 ingestion, capital account calculations, and allocations across every fund, vehicle, and entity, so your team reviews and signs off. instead of chasing documents, traceable to source. Every output is traceable to its source. Your team reviews and signs off before anything ships.
The Aktus tax workforce runs alongside professionals like Elizabeth. It produces the K-1s, partnership returns, and capital account schedules. Elizabeth keeps the technical judgment, the client relationships, and the signature on every return.
Built for alts tax teams.
Aktus deploys inside the firms and teams whose K-1 packages, state allocations, and partner-level computations are the operational fabric of alternative-asset tax.
In-house tax
Sponsors with a 4–12 person tax group running the workpaper before it goes to the prep firm.
- →Partner-level allocations
- →Multi-state composite
- →Foreign LP withholding
Outsourced prep
Top-100 firms with dedicated alts practices and specialist boutiques where the K-1 crunch caps how much the season can earn.
- →High-volume K-1 production
- →Cross-fund consolidation
- →Audit-ready workpapers
Admin-led tax
Admins offering tax as a bundled service, increasingly competing with traditional prep.
- →NAV-to-tax tie-out
- →Trial-balance reconciliation
- →Federal & state package
From source documents to workpapers.
An AI worker reads the same primary sources a senior tax associate reads, and produces the workpaper they would produce, with every line citing the document it came from.
- ✓Limited Partnership Agreements and side letters
- ✓GAAP trial balance and adjusting entries
- ✓Capital activity by partner, by period
- ✓Portfolio company K-1s and 1099s received
- ✓Prior-year workpapers, returns, and elections
- ✓State apportionment data and nexus history
- ✓Federal Schedule K-1s, partner by partner
- ✓State K-1s with composite and PTET computations
- ✓Book-to-tax reconciliations with line citations
- ✓Section 704(b) and tax capital allocations
- ✓Foreign withholding and treaty determinations
- ✓Full audit binder with immutable provenance
A real artifact, with every figure traced to source.
A stylized sample of a K-1 workpaper, line by line. Every figure carries the document, page, and clause it came from. A named partner signs before it ships.
Every figure traces to its source. A named person signs off. before it ships.
Frontier models can’t produce defensible tax work alone.
You already use Claude, ChatGPT or Gemini. Aktus makes them production-ready for alternative assets.
Defensible provenance
A frontier model will produce a confident number with no provenance. Aktus anchors every output to a source document and refuses to produce a figure it can't trace.
Cross-document consistency
A K-1 package crosses the LPA, side letters, GL, prior return, and PCo passthroughs. Context windows blur the distinctions between them.
Election & policy reasoning
Section 754, PTET opt-ins, foreign elections, these are firm policy choices, not facts. A general model has no view.
How our AI workers stay accurate.
Aktus runs every worker against a continuously evaluated context graph, your LPAs, your prior returns, your firm’s policy book, so the worker’s answers track your firm’s tax practice, not the public internet.
Document graph
Every primary source, LPA, GL, prior return, is parsed into a typed graph with version history.
Policy layer
Your firm’s positions on elections, allocations, and nexus are first-class objects the worker queries.
Eval harness
A regression suite of prior-year returns runs on every model and prompt change. Deployment is gated on green.
Deterministic compute
Every calculation runs through an audited code layer at 100% precision. The model reasons; the math is computed, not predicted.
Partner review
Position-level outputs route to a named partner. Their edits update the policy layer for next year.
Tax season becomes a capacity problem you control.
Tax season is the highest-cost, lowest-margin period of the year. Aktus flattens it.
- ×Headcount scales linearly with K-1 volume
- ×Senior partners consumed by line-level review
- ×March–April is a 70-hour-week staffing problem
- ×New fund structures require new playbooks
- ×Margin pressure on every fixed-fee engagement
- ✓Headcount scales with partner relationships
- ✓Partner review is exception-driven, not line-by-line
- ✓Season cadence flattens across the season
- ✓New structures are a configuration, not a re-train
- ✓Per-K-1 unit cost falls every season
Your perimeter. Your data. Your engagement letter.
Aktus runs inside your environment, against your documents, under your audit trail. Nothing leaves the boundary your engagement letter defines.
Sovereign by default
Deployed in your VPC or on-prem. Aktus operators see logs and metrics, never your primary documents.
- →SOC 2 Type II
- →AWS, Azure, GCP, on-prem
- →Customer-managed keys
Big-4 audit ready
Workpaper outputs carry immutable provenance. Audit binder is generated alongside the return, not assembled after.
- →Immutable provenance log
- →Partner sign-off captured
- →Exportable for IRS exam
Model-agnostic
Run on frontier APIs, your private inference, or hybrid. Switch underlying models without redeploying the worker.
- →Anthropic, OpenAI, on-prem
- →Per-task model routing
- →Versioned, evaluated upgrades
What stays with your team.
Aktus takes the volume work. It does not take the work only your people can do.
Section 754 step-ups, PTET opt-ins, treaty positions, allocation methodology, and every other firm-level tax stance remain the call of your partners. Aktus models the consequences, surfaces precedent from prior returns, and drafts the supporting workpaper, but the position that goes on the return is signed by the partner whose name is on the engagement letter.
GP conversations, audit committee meetings, IRS examinations, and the year-end planning calls with your largest sponsors stay with your people. Aktus assembles the briefing pack, ties out the numbers, and pulls every prior-year position, so your partners walk in fully prepared. The relationship that wins the renewal is yours to keep, not ours to touch.
No K-1, no return, no extension request, no state filing leaves your firm without a named partner's review and signature. Aktus produces the workpaper, cites every source document, and flags every variance against prior year, but the partner remains the one who reviews and signs off. the 1065 and stands behind it in front of an examiner.
What buyers ask before they pilot.
Our team must review every output.
We already use CCH Axcess or GoSystem.
Can AI be trusted with these numbers?
How fast can we see value?
AI cannot sign a return.
Make this tax season the last hard one.
Your tax and accounting expertise. Our AI execution engine. The future of alternatives practice.
Not ready yet? See a sample output.