Assist in the preparation of federal, state, sales and use, and property tax returns, ensuring timely filing and compliance with applicable regulations.
Review and validate Form 1099 to ensure accurate contractor reporting and IRS compliance.
Support research and development (R&D) tax credit documentation by collecting and organizing required data.
Conduct tax research and assist with interpreting complex tax regulations across multiple jurisdictions.
Manage unclaimed property filings to ensure compliance with state reporting requirements.
Coordinate tax-exemption certificate applications and maintenance.
Provide audit support by gathering documentation for tax audits and reverse audits.
Tax Preparer
VITA (Voluntary Income Tax Assistance)
New Paltz
01.2024 - 05.2024
Prepared and filed federal and state tax returns for individual clients, ensuring compliance with regulations.
Analyzed financial documents to identify potential deductions and credits, maximizing client tax benefits.
Communicated complex tax concepts clearly to clients, improving understanding of filing requirements.