top of page

SUBMIT YOUR REQUEST

Are you preparing documents for your tax returns? Your tax filing timelines are important to us. Complete the information below to request your Schedule K-1 for your Fund Investment. Due to various fund management timelines, your Schedule K-1 may take several weeks to be released by Fund Managers. Submitting your request as you begin to gather your tax documents will help as you review annual documents and set filing deadlines with your tax professional. 

Sign Blur

INVESTMENT FUND ANNUAL REPORTING

SCHEDULE K-1

Spero_V_Logo_Charcoal_rgb.png

1013 Edenton Street

Birmingham, AL 35242

info@spero.partners

IRS Circular 230 Disclosure: To comply with certain U.S. Treasury regulations, we inform you that, unless expressly stated otherwise, any U.S. Federal Tax advice contained in any Spero communication, including attachments, was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties that may be imposed on such taxpayer by the Internal Revenue Service. In addition, if any such tax advice is used or referred to by other parties in promoting, marketing or recommending any partnership or other entity, investment plan or arrangement, then (i) the advice should be construed as written in connection with the promotion or marketing by others of the transactions(s) or matter(s) addressed in this communication and (ii) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

bottom of page