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Tax Planning & Strategy
Active Entities
8
K-1s Pending
5
Cost Seg Queue
2
YTD Billings
$20,400
K-1 Prep Pipeline
View filing queue →| LLC / Project | Investor | Tax Year | K-1 Status | Deadline | Actions |
|---|---|---|---|---|---|
| 123 Main St LLC | Jane Smith | 2025 | in progress | Mar 15, 2026 | View |
| 789 Elm Dr LLC | David Chen | 2025 | under review | Feb 28, 2026 | View |
| Kodiak Lane LLC | Robert Johnson | 2025 | pending | Mar 15, 2026 | View |
| 321 Pine Ct LLC | Michael Torres | 2025 | Not Started | Mar 15, 2026 | View |
| Birch St LLC | Lisa Park | 2025 | completed | Mar 15, 2026 | View |
Tax Calendar
20
Feb
Cost segregation study kickoff
Kodiak Lane LLC · Site visit scheduling
28
Feb
K-1 delivery — 789 Elm Dr LLC
David Chen · Under review
15
Mar
Quarterly estimates — All accounts
Q4 2025 estimated tax payments due
15
Mar
K-1 delivery — 123 Main St LLC
Jane Smith · In prep
15
Apr
Tax filing extension deadline
Federal & NC state · All entities
Entity Tracker
View all →123 Main St LLC
NC · Disregarded · Straight-line
789 Elm Dr LLC
NC · Partnership · MACRS
Kodiak Lane LLC
NC · Partnership · Cost Seg
456 Oak Ave LLC
NC · Disregarded · MACRS
321 Pine Ct LLC
NC · Disregarded · Straight-line
Birch St LLC
NC · Disregarded · MACRS
Cedar Ave LLC
NC · Partnership · Straight-line
Walnut Dr LLC
NC · Disregarded · N/A · Dissolved
Investor Tax Profiles
Per-investor summary| Investor | Strategy | State | Marginal Rate | Special Considerations |
|---|---|---|---|---|
| Jane Smith | Flip | NC | 32% | — |
| Robert Johnson | Hold → STR | NC | 35% | Material participation (120 hrs) |
| Maria Garcia | Flip | SC | 24% | — |
| David Chen | Hold | NC | 37% | REPS candidate (680 hrs) |
| Sarah Williams | STR | NC | 35% | Material participation (150 hrs) |