New York, New York, United States
CPA Licensed in New York. Accountant for individuals, partnerships, fiduciaries, and corporations.
Review and prepare tax returns and quarterly projections for individuals, partnerships, corporations, fiduciaries, and exempt organizations. Create and plan tax strategies for asset disposition/acquisition, residency changes, retirement, gift & estate planning. Help self employed clients and closely held businesses benefit from state Pass Through Entity Tax regimes. Research and planning on TCJA tax changes such as sec. 163(j), sec. 199A, QOZ Research and planning on CARES act and second round stimulus changes such as QIP, PPP, ERTC Accounting and bookkeeping services for small businesses