Unique Problems and Unique Solutions

Pass-through entities can range from the simplest of agreements to the most complex multi-tiered strategic enigmas. Understanding your business’s goals and realities is at the heart of how Withum’s Pass-Through Services Team members help you craft the proper tax strategy. In addition to having a knowledge base that is second to none, Withum’s team utilizes industry-leading technology and practices to assist your business in all stages of its lifecycle.


In addition to tax return compliance, Withum’s Pass-Through Services offers the following services to aid your business:

  • Entity choice and business structuring
  • Transaction planning and modeling
  • Partnership Capital Account Maintenance (PCAM)
    1. Formation
    2. Quarterly tax distributions
    3. Annual updates
  • Basis studies
  • §199A Qualified Business Income Deduction planning
  • BBA partnership audits
  • Schedule K-1 delivery with Taxccess
  • State level income tax planning
    1. Connecticut pass-through tax
    2. NJ BAIT consulting

Contact Us

For more information or to discuss your business needs, contact Withum’s Tax Services Team.


Brian T. Lovett


East Brunswick, NJ

Michael Oates


New York, NY