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.
The Platform
Partnership tiering built to the highest technical standards, with AI throughout
description
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.
neurology
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.
database
Comprehensive tiering, via database
Tax attributes move through every tier as structured data — not error-prone workbook formulas.
dataset
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.
account_tree
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
- checkTask execution, entity onboarding, and conversational support via Cade, our partnership tax agent
- checkUploading and reading source documents
- checkTrial balance mapping
- checkCalculating preliminary book-tax adjustments
- checkReading partnership agreements and drafting partner allocations
- checkPreparing reconciliations and flagging anomalies for reviewers
Where Math Is Exact
Calculation engine
- checkPartnership allocations and distributions
- checkTax attribute waterfall tiering
- checkPartnership tax return form preparation
- check704(c) calculations
- checkMulti-basis maintenance — book, tax, and 704(b)
- checkState 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
Madison JV LP
Setting Up
Delaware LP
EIN ••-•••4471
FY 2025
Owns 355 Madison Ave
Prep Progress
Documents
Trial Balance
Book-Tax Adj.
Capital Accts
Allocations
Partner Roster
Review Notes
K-1s
Trial Balance
Partner Roster
Book-Tax Adjustments
Cade
Partnership tax agent
Hi — I'm Cade. Let's set up Madison JV LP, a property-level JV holding 355 Madison Ave.
Hand me whatever the engagement brought — any format. I'll read all of it.
PDFPY 2024 Federal Return.pdf
PDFPartnership Agreement.pdf
XLSFY25 Trial Balance.xlsx
XLSEquity Rollforward.xlsx
XLSPartner Information.xlsx
PDFPY K-1 Package.pdf
01
Any format
Excel, PDF, scanned images, legacy software exports. Cade reads what you upload — no template required, no pre-cleaning.
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
Tier 2 · JV Partnership
JV Partnership
Madison JV LP
Tier 3 · JV Partners
JV Partner · 50%
Outside Partner
JV Partner · 50%
Meridian Fund LP
Tier 4 · Fund Partners
GP Entity
Meridian GP LLC
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.
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
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.
info@cascade.tax · cascade.tax