US Tax Return Preparation and Planning
- Individual tax returns – Form 1040
- Business tax returns – Forms 1065, 1120, and 1120S
- Estate, gift, and trust returns – Forms 706,709, and 1041
- Exempt organizations – Form 990
- Individual tax planning – Preparing quarterly and annual projections using BNA and other tax applications
- Estate and trust tax planning
- Expat tax planning
- Preparation of response packages for IRS and state notices