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- Preparation of personal income tax returns – all forms
- Preparation of Corporate, S-Corporation and Partnership tax returns
- Preparation of Estate, Trust and Fiduciary tax returns
- Preparation of personal and business financial statements
- Maintenance of client accounting record and systems
- Preparation and maintenance of client payroll functions including payroll tax reporting and reconciliation.
- Consultation regarding tax and estate planning strategies
- Consultation regarding strategies to limit tax liability
- Research relating to various financial planning and tax issues
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