- Prepare individual and sole proprietorship tax returns.
- Prepare Offer in Compromise on behalf of the client to resolve tax debt.
- Research, analyze and advise client of tax benefits and/or compliance issues related to current and completed tax returns.
- Analysis of tax returns, income and expenses for future asset and tax planning.
- Build new and existing client relationships and demonstrated knowledge of client business.
- Handle the tasks of conducting research and analyzing state and federal tax issues.