Complete federal and state tax returns, with a focus on individuals, professional service corporations, estates and trusts.
Assist manager in preparing quarterly and year-end planning analysis for individuals, professional service corporations, estates and trusts in order to advise the client on estimated tax payments and expected results of filing federal and state tax returns so they can better achieve other financial goals.
Provide research services to clients with the tax effects of life events that occur within and outside of tax season.
Assist manager in working with clients on additional areas that require planning, such as updating wills and managing trusts, so that each cl...
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