Cedar Grove, New Jersey, United States
Investing and retirement planning and application. FINRA CRD#: 6586605
Individual Tax, Partnership Tax, Corporate Tax, Not for profit, Expatriate Tax, Branch Tax, FBAR compliance reporting, Amended returns, Incorporation, Start Up, quickbooks, Peach Tree, R&D , sec. 1202, 1040 NR, 1040, 1040 C, 1065, K-1, 1120, 1120F, Sales and Use Tax, Payroll Tax. CFC, PFIC. Canadian T-1, T-2 and T-3, CRA representation, HST, GST and QST. Audit representation, post audit fact finding and litigation for Federal and State Taxes.
Conducted audits of privately held corporations, not for profit organizations. Write up of small and medium size corporations. Prepared tax returns for individuals, corporations, partnerships, not for profit organizations, gift tax and estate tax returns. Managed more than 500 returns prepared and e-filed last tax year. Working experience with, but not limited to; Prepared Personal Property Tax returns for a major retailer, determined true value of the various tangible personal properties. Prepared Sales and Use tax returns on monthly and quarterly basis for NJ and NY clients. Prepared corporate tax returns for local and out of state entities, apportioned income and allocated sales. Conducted SOX pre-audit testing. Prepared 1040 for expatriates including form 2555. Also, prepared 1040 NR for non-residents and dual citizens. Used Drake, ATX, Quick Books, and Peach Tree for all accounting and tax software.
Member of the Executive Board of 4C's not for profit organization in Passaic, NJ.
Expats and Inpats Personal Income Tax.
Reviewed and signed off, US and Canadian personal income tax. Verified the computation of foreign tax credits, Dual filing, residents and non-residents returns. Checked the filling of treaty position elections, and reporting for international bank accounts. Reviewed US corporate returns for Corporate federal 1120, 1120F and related filling for related apportioned states. Planned structures for entities to conduct business across the boarder. Reviewed U.S. individual tax returns for expatriates and inpatriates (Forms 2555, 5471, 1116 and 8833). Finalized and e-filed extension forms 4868 and 2350. Consulted on year-end compensation reviews for form W-2 and 1042 purposes. Advised clients on hypothetical tax calculations, and cross boarder entity organization. Reviewed compensation summaries prepared by seniors and staff Supervised U.S. federal and state tax research on individual tax issues and communicating with clients. (Forms 5472, 1118 and 8833). Reviewed QBU pro-form, foreign exchange schedules for the P&E (Schedule H). Verified proper US-Canada tax treaty elections for corporate and individual taxes.