US Tax Return Preparation and Planning

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