Senior Tax Manager Job Description for Qualified Individuals Review and preparation of federal and state income tax returns for individuals, businesses (1120’s and 1065’s), fiduciary trusts, estates, and exempt organizations. Build new and existing client relationships and demonstrate knowledge of client businesses. Prepare internal memoranda, written correspondence, and other documents for submission to the IRS…

In 2021, Congress enacted the Corporate Transparency Act (CTA). This law creates a beneficial ownership information reporting requirement as part of the U.S. government’s efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures. In late November 2023, the Financial Crimes…

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It’s no exaggeration when people say “every penny counts.” Just ask the guy who cashed in $5,000 in literal pennies. If you’re not planning (and tracking) where your dollars and cents end up each month, you’re missing valuable opportunities for cutting costs and putting money where it will have the biggest impact. Creating a budget…

Preparing small business taxes by yourself can be daunting, so hiring an accountant or tax expert is a great way to save time and create peace of mind this tax season. However, you don’t want to show up to your tax appointment empty-handed. Accountants expect you to bring certain documents and be prepared with the…

Unplanned events can have a devastating effect on small businesses. Crises such as fire, damage to stock, illness of key staff or IT system failure could all make it difficult or even impossible to carry out your normal day-to-day activities. At worst, this could see you losing important customers – and even going out of…