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