Free Pro Forma Report

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What is the Pro Forma Report?

The Pro Forma Report is a 2-page report about the numbers of your asset. Every Pro Forma Report runs a tax assessment on your asset, showing the almost exact amount of taxes to be paid at closing. This tax assessment is done with your CPA/Accountant and uses numbers directly from your previous year's taxes.

The Pro Forma Report was created to thoroughly compare the difference between using an IST to a traditional sale. This is an accurate comparison and uses your numbers. This report is typically filled out with your CPA or Attorney.

STEP #1 of 2: Please watch this short video

STEP #2 of 2: Fill out the IST Pro Forma Report to see what your post-sale income will be.

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