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Tax Preparation Needed – CRT Compliance and 1040 Prep

Silicon Valley

Tax Preparation Needed - CRT Compliance and 1040 Prep

I?m looking for a home for two projects. If you or someone you know is interested/has capacity let me know: 1. A client has an out of compliance CRT and needs a lot of past 5227s to file and other advisement. Is this you or someone in your firm? 2. A client who is receiving an inheritance and will likely have more complex needs in the future has an immediate need for a simple return with 1099-NEC income / Interest income. Thanks. Looking forward to meeting.
Mar 15, 2024

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