MSH Finance Group LLC
Tax Year 2026 - Advanced Mode

Advanced PTET / BAIT Election Estimator

Use this version when owner residency, sourcing, special allocations, guaranteed payments, or multi-state facts may affect the result.

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Important: For educational and screening purposes only. These tools do not constitute legal, tax, accounting, or financial advice and do not create a CPA-client relationship. Review any results with a qualified professional before taking action.
Step 1 of 9

Taxpayer profile

Educational estimate only — not tax advice.
Step 2 of 9

Other income

Educational estimate only — not tax advice.
Step 3 of 9

Itemized deduction inputs

Educational estimate only — not tax advice.
Step 4 of 9

Entity count

Educational estimate only — not tax advice.
Step 5 of 9

Entity owner roster and sourcing

Educational estimate only — not tax advice.

The advanced estimator still stays manual-entry only. Do not upload returns or confidential documents here.

Step 6 of 9

QBI posture

Educational estimate only — not tax advice.
Step 7 of 9

Planning caveats

Educational estimate only — not tax advice.
  • NY PTET, NYC PTET, and NJ BAIT results can change if owner pools, sourcing, or allocations are wrong.
  • Entity-level tax can reduce QBI and create a partial federal give-back.
  • Annual election timing and payment cadence should be confirmed for the current year.
Step 8 of 9

Privacy reminder

Educational estimate only — not tax advice.

Do not enter SSNs, EINs, dates of birth, full addresses, bank information, login credentials, passwords, or confidential tax notice text.

Step 9 of 9

Run advanced estimate

Educational estimate only — not tax advice.

Core results appear immediately. The optional report package can be requested after results are shown.