Client Organizer Management
Arrange and send client organizers to facilitate tax data collection.
Client Follow-Up
Follow up with clients for tax documentation via email and phone to ensure timely submission.
Efficient Information Gathering
Use targeted questions and communication methods (email or phone) to gather accurate information for tax return preparation.
Document Management
Organize and store tax-related documents received via email or scanned, saving them to tax software, file cabinets, or firm servers.
Tax Software Data Entry
Input tax codes into trial balances and enter data into tax software for business tax returns.
Tax Documentation Review
Review documents thoroughly before entering information into tax software.
Quality Assurance
Double-check entered data against source documents and compare the current year’s tax return with the previous year to ensure accuracy.
Error Resolution
Identify and clear diagnostics or errors in tax returns.
Client Approval Process
Coordinate with clients for missing information, clarifications, and obtain approval on tax returns.
Tax Return Review and Adjustments
Review tax returns, prepare review notes and questions, process corrections and adjustments, and secure client approval.
Client Authorization
Manage client signatures on IRS Form 8879 for electronic filing of tax returns.
Supporting Documentation
Prepare specific spreadsheets, reports, and workpapers as required by firm policy.
Workpaper Management
Compile, bookmark, and organize documents along with source files for efficient reference.
Tax Projections and Estimates
Prepare tax projections and estimates based on current and prior-year data as needed.
Advance Tax Payments
Assist clients with payment of advance taxes according to their requirements.
Book-to-Tax Adjustments
Prepare and review book-to-tax adjustment entries.
Individual Tax Returns
Prepare and review federal (1040, 1040NR), state, and city individual tax returns.
Corporate Tax Returns
Prepare and review federal (1065, 1120, 1120S), state, and city corporate tax returns.
Other Tax Forms
Prepare and review additional tax forms such as 990, 1041, FBAR filings, and information returns/forms like 5471, 5472, 2555.
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