• Tax Return Preparation - Prepared
tax returns for corporations, partnerships, trusts, individuals, non-profit
organizations, pension plans, and employee benefit plans.
• Tax Planning and Research – Provided tax
planning and research services for numerous situations that saved significant
tax dollars including purchases and sales of businesses, divorces, ESOP
S-Corporation, and general tax planning.
• Tax Audits - Represented businesses and individuals
in several tax and other governmental audits which resulted in favorable
• Multi-State Income, Sales and Use Tax - Advised
clients on multi-state income tax and sales tax issues and provided advice
on minimizing exposure to liability.
• Inventory Adjustments for UNICAP Rules - Prepared
calculations of adjustment for Uniform Capitalization Rules (263A) and
set-up procedures to gather information as needed.