• Drafted memo regarding the deducibility of state statutory interest as an administrative expense of an estate in response to an IRS audit of a client’s estate return.
• Assisted in the preparation of federal and state tax returns for individuals, corporations, and estates utilizing client balance sheets, income statements, general ledgers, 1099s, and partnership K-1s.
• Compiled documents to create forms 1065 and K-1s for partnerships, the partners, and the IRS.

• Assist in determining the tax treatment of certain transactions and positions taken by taxpayers by reviewing documents, researching current tax law, and coordinating with the national office.

• Planned and prepared an appeal in response to IRS audit involving substantiation of expenses, calculation of gains and losses including depreciation, and abatement of penalties.
• Researched tax strategies for clients regarding LLCs, foreign and domestic nonresident entities, international tax rates on IP royalties, and tax withholdings of foreign subsidiaries.
• Compiled documents and information to submit Offer in Compromise and Payment Plans for clients with substantial balances due to the Internal Revenue Service and the Franchise Tax Board.
• Formed California LLCs and Non-Profit corporations under attorney supervision.