Atlantic United LLC
Job Description
Client Consultation:
Interview clients to gather a complete financial picture, including income, expenses, assets, and other relevant information.
Tax Return Preparation:
Use specialized tax software to accurately input data and complete all required tax forms.
Document Analysis:
Review and organize financial records, such as W-2s, 1099s, income statements, and documentation of expenditures.
Compliance and Accuracy:
Ensure all returns comply with current tax laws and regulations, performing thorough reviews to catch any errors or omissions.
Filing:
Submit completed tax documents to the IRS and other appropriate agencies before deadlines.
Tax Planning and Advice:
Advise clients on current tax laws and provide future tax planning strategies to help them save money and plan for upcoming tax years.
Record Keeping:
Maintain organized and confidential records of all client information and filed returns.
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Client Consultation:
Interview clients to gather a complete financial picture, including income, expenses, assets, and other relevant information.
Tax Return Preparation:
Use specialized tax software to accurately input data and complete all required tax forms.
Document Analysis:
Review and organize financial records, such as W-2s, 1099s, income statements, and documentation of expenditures.
Compliance and Accuracy:
Ensure all returns comply with current tax laws and regulations, performing thorough reviews to catch any errors or omissions.
Filing:
Submit completed tax documents to the IRS and other appropriate agencies before deadlines.
Tax Planning and Advice:
Advise clients on current tax laws and provide future tax planning strategies to help them save money and plan for upcoming tax years.
Record Keeping:
Maintain organized and confidential records of all client information and filed returns.
#J-18808-Ljbffr