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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