Let's Evaluate and Find the 
​Legal Entity Type for your Business

Tax Preparer

Our goal is to evaluate the type of legal entity your business should consider, including the application of the Qualified Business Income (QBI) deduction.  See a sample report of we produce for you so you can decide what's best for your situation ...

Please note the following:

  • Depending on the QBI and taxable income levels, it might make sense to purchase a capital asset or contribute to a retirement plan in the current year or hold off until next year to help maximize the QBI deduction.
  • Since W-2 wages reduce qualified business income but increase the wage / un-adjusted basis immediately after acquisition (UBIA) limitation, there is a planning opportunity to optimize wages paid and thus maximize the QBI deduction.
  • Because of the phase-outs and threshold amounts, married taxpayers may want to compare married filing jointly versus married filing separately to see which status yields the higher benefit.

We will help you interpret your results. 

Please fill in as much of the form as you can and then submit the form. We will contact you within 2 days to discuss your options.

277 Rutledge, Drive

Red Bank, NJ 07701

Phone: 908-613-0002

Email : alto@cpa.com