Responsibilities:

Prepare and examine individual federal and state income tax filings, including Form 1040 and supporting schedules, to ensure complete and accurate submission.
Handle business tax returns for small companies and owner-operated entities such as S corporations, partnerships, LLCs, and sole proprietorships.
Partner directly with clients to collect financial details, clarify reporting needs, and keep filings aligned with current tax requirements.
Review financial statements and related records to assess tax impact, uncover deduction opportunities, and support effective planning decisions.
Interpret applicable federal, state, and local tax rules and apply updated regulations throughout the preparation process.
Advise clients on practical tax strategies designed to reduce exposure and improve overall tax efficiency.
Address tax notices and related correspondence by researching issues, preparing responses, and guiding clients through follow-up actions.
Maintain organized client documentation and accurate records to support filing quality, audit readiness, and ongoing service needs.
Build strong working relationships with clients through responsive communication and a consultative approach to tax matters.

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