Tax

• Maintain records and draft returns for following taxes: corporate income, franchise, annual and quarterly employer returns, individual income, partnership income, estate, fiduciary income, gift, application for tax-exempt organizations, and informational returns for charitable organizations and private foundations.
• Draft supporting documents for claims for refunds.
• Draft amended tax returns.
• Gather and organize information for audits and reviews.
• Research current tax law, letter and revenue rulings, tax court decisions, and legislative materials.
• Maintain and update federal and state(s) tax form files and publications.
• Calculate interest on overpayments and under payments; calculate penalties.

Note - Some of the information contained in the Business/Corporate, Probate/Estate Planning, and Real Estate sections of this publication also includes work performed in the Tax specialty area.