UBIT Professional LLC specializes in Unrelated Business Income Tax and Form 990-T preparation. Quite simply, our sole focus and specialty is to provide solutions for UBIT compliance and to prepare the Form 990-T and any additional documentation required. Let us focus on UBIT so you can focus on success.
We work with individual investors, CPAs, financial advisors, fund managers, investment sponsors and tax professionals to provide a seamless process for maintaining records, recording activity, and preparing IRS filings.
- Help Americans diversify and expand their IRA investment choices to those whose success might include unrelated business income tax.
- Offer comprehensive education about UBIT for individual investors as well as investment and tax professionals.
- Take the complexity of UBIT compliance out of the equation by offering professional Form 990-T preparation services.
UBIT Professional LLC provides comprehensive education and compliance solutions so you can gain the knowledge needed to make better investment decisions. We believe that knowledge is power. The more you understand about UBIT, the more investment opportunities you can take advantage of, thus increasing your overall portfolio, diversifying into multiple investments, and ultimately creating the opportunity for more returns.
Our staff consists of trained specialists who not only understand the rules and processes surrounding UBIT but have helped prepare thousands of 990-T fillings. We are ready to guide you through how UBIT may apply to your specific situation and are eager to provide solutions to you or your business.
- Form 990-T Preparations for UBTI-generating investments
- Debt-financed Real Estate
- K-1 income (LPs and LLCs)
- Applicable State Returns and Supporting Schedules
- Establishing EIN for retirement account required to file
- Amortization schedule preparations
- Federal and State Extensions to File
We take “complicated” out of the UBIT equation. Explore our website and learn everything you need to know about UBIT. We are here to help with both education and IRS compliance. Please let us know how we can best serve you.