Preparing Forms: 1040, 1040NR, 1065, 1120,1120S on Intuit Proseries TaxCompiling workpapers and adjusting journal entries on for tax preparationEngagement preparation, QuickBooks write-up and bank reconciliationsFBAR Filings, significant tax researchPayroll forms: 940, 941, RT-6

Establishing workflow process on Google Sheets and Smartsheet Connect client status between the partners, accounting and billing department Writing correspondence to the IRS to solve penalties and interestIncorporating companies, Filing for EIN numbers, Certificate of AuthorityComposing Offers in Compromise for penalty and tax abatements

Entering excel data report from annual client activity to issue 1099’s, 1098, W3, and W2’s for clients, recipients and the IRS Tracking and recording royalty payments and issuing reports Collating tax returns, invoicing and billing reports and upload documents CCH Axcess Document

Coordinating employee scheduling, training, and tax school Communicating with supervisors on meeting franchise targets, quotas, and promotions Verifying client payments, bank products, issuing refund checksResponsible for transmitting all Federal and State tax returns Preparing and reviewing: 1040, IT201, IT203 Audit response and amendments: 1040X, IRS and NYS notices