• Prepare and analyze Forms 1040 and Schedule C tax returns, ensuring accuracy and compliance with applicable tax regulations.

• Interpret federal tax rules for individuals and families to accurately calculate income, deductions, credits, and taxable assets.

• Develop tax planning strategies tailored to individual and family financial goals.

 

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• Prepare and analyze Forms 1120, 1120S, 1065, and Schedule K-1, ensuring accuracy and compliance with applicable tax regulations.

• Interpret and apply tax regulations governing C corporations, S corporations,
  partnerships, trusts, and real estate plans.

• Prepare corporate, partnership, and self-employed tax documents while developing tax planning strategies to optimize tax outcomes and support business
  clients’ financial objectives.
   

 

 

• Prepare and file IRS Forms 990 and 5500 for tax-exempt organization compliance, including all required schedules, disclosures, and narrative explanations.

• Analyze the impact of federal tax legislation and regulatory changes, and implement necessary financial and reporting adjustments to maintain compliance.