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Thomas PM Perry CPA, LLC
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Thomas PM Perry CPA, LLC
About
Services
Team
Appointments
Tax Planning
Amendments
Mailing List
Client Portal
Contact
get started
About
Services
Team
Appointments
Tax Planning
Amendments
Mailing List
Client Portal
Contact
get started
Tax Planning Flow-through Entity Combined Business and Individual Projection
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Flow-through Entity Combined Business and Individual Projection

$1,250.00

If you have an S Corporation or Partnership interest, chances are you have a tax situation that requires a bit more attention to detail. We will review your books and project out how your entity’s filing will look. We will project the amount that will be allocated to you, and add this into your personal projection so you also know how your individual taxes are going to turn out. We will make recommendations at both the entity and individual level, and provide you with a written report detailing our findings. We will also review the last two years of business and personal tax returns to ensure that you did not miss anything. If we find issues, we will make further recommendations.

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If you have an S Corporation or Partnership interest, chances are you have a tax situation that requires a bit more attention to detail. We will review your books and project out how your entity’s filing will look. We will project the amount that will be allocated to you, and add this into your personal projection so you also know how your individual taxes are going to turn out. We will make recommendations at both the entity and individual level, and provide you with a written report detailing our findings. We will also review the last two years of business and personal tax returns to ensure that you did not miss anything. If we find issues, we will make further recommendations.

If you have an S Corporation or Partnership interest, chances are you have a tax situation that requires a bit more attention to detail. We will review your books and project out how your entity’s filing will look. We will project the amount that will be allocated to you, and add this into your personal projection so you also know how your individual taxes are going to turn out. We will make recommendations at both the entity and individual level, and provide you with a written report detailing our findings. We will also review the last two years of business and personal tax returns to ensure that you did not miss anything. If we find issues, we will make further recommendations.

This is the top level package for flow-through business owners. If you have multiple flow-through entities, please reach out separately and we will provide you with a custom quote.

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