Pass-Through Kit

Estimate the K-1 and the tax hit for every owner — before year-end.Two estimators that share one real 2025 progressive bracket engine. Each takes a P&L and balance sheet, allocates income to owners, and estimates each owner’s federal and state tax plus a quarterly payment. One is built for S-corporations, the other for partnerships/LLCs — together they cover almost every pass-through entity. Saves $99 versus the singles.• S-Corp (1120-S) estimator — pro-rata allocation, W-2 officer comp, no SE tax on the flow-through• Partnership (1065) estimator — guaranteed payments, self-employment tax (general vs. limited partner), full capital-account roll-forward• Real progressive 2025 brackets with QBI deduction and a per-state rate table• See each owner’s effective rate and quarterly estimate• A built-in self-test validates the bracket math against the published IRS figureWhat this is: an estimate and planning tool to run scenarios before you see your accountant. What it isn’t: tax advice or an official Schedule K-1. Have a CPA review before filing.Done-For-You Setup & CustomizationHand off the setup. I’ll fit the right template to your real chart of accounts, accounting export, lease portfolio, or ownership structure, then walk you through it so you own it going forward. Scoped per engagement.Typical range $500–2,000 depending on scope. Invoiced directly — not sold through the storefront. Start with a short scoping call. For use within your own business or for your own work. Not for resale, redistribution, or use across multiple unrelated clients.For accounting, bookkeeping, or advisory firms. Permits use across your client engagements. Not for resale or redistribution of the template itself.Tax tables and accounting conventions change. Your purchase includes the current version; an optional annual update keeps brackets, MACRS tables, and standards current each year.Built by a practicing financial analyst. 100% Microsoft Excel — no add-ins, no subscriptions, works offline. Color-coded inputs, formula-driven throughout, with a built-in Read Me. Instant download. For planning and analysis; reconcile to your records and consult a qualified professional before relying on the figures.

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