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  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
  • Testimonials
  • Resources
  • Contact Us
UBIT Professional
  • Home
  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
  • Testimonials
  • Resources
  • Contact Us

Filing Solutions

Home 990-T Filing Solutions
  • Our trained specialists understand the rules regarding UBIT and how the preparation and filing processes work

3 Options for Filing 990-T

UBIT Professional 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 Form 990-T and any additional documentation required. We work with individual investors, CPAs, financial advisors, fund managers, investment sponsors and tax professionals to provide a seamless process for maintaining records, and preparing IRS filings.

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 and preparing IRS filings.

Do It Yourself
  • 67 Hours* Record-keeping
  • 27 Hours* Learning the law and forms
  • 43 Hours* Preparing the forms
  • 4 Hours* Copying, assembling, and sending to IRS
  • No Experience with Form 990-T
  • Opportunity cost: Inability to focus on your investing, your other responsibilities, or your personal time while working on the 990-T
*According to estimates provided in the IRS Instructions for Form 990-T. Does not factor in applicable state reporting.
**Learn as you go, do it yourself software by Intuit is currently priced at $745.
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UBIT Professional
  • Specialized focus on UBIT and Form 990-T
  • Combined 25 Years Experience
  • Completed Thousands of 990-Ts
  • Opportunity cost: NONE - we allow you to focus on what's most important, while we take care of your UBIT needs
Trust your 990-T Form preparation with the experts at UBIT Professional. Our knowledge and experience in UBIT saves you time and money.
CPA or Tax Professional
  • Few UBIT Specialists
  • Limited Experience
  • May File 1 990-T Per Year
  • Opportunity cost: The rarity and complexity of the tax cause many to refer business to UBIT Professional for a streamlined solution
Most tax professionals are unfamiliar with UBIT and Form 990-T preparation. There’s a difference between experience as a CPA and experience preparing the 990-T in order to pay UBIT. Often, it is such an obscure tax that it will cost time and money for them to understand it before they can prepare the Form 990-T.

UBIT Professional LLC specializes in Unrelated Business Income Tax and Form 990-T preparation. UBIT Professional LLC is an affiliate of Equity Trust Company, a passive custodian specializing in the custody of alternative investment IRAs. Any information communicated by UBIT Professional LLC or Equity Trust Company should not be construed as tax, legal or investment advice. Equity Trust Company, UBIT Professional LLC, and all their affiliates, representatives and officers do not provide investment, legal or tax advice. Whenever making a financial decision, please consult with your tax attorney, financial or accounting professional.

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