Jake Thomson, CPA, is Tax Supervisor with over four and a half years of experience in tax accounting and concentrates his practice on accounting and tax services for individuals, partnerships, and business clients. He is skilled at:
• Preparing and filing complex tax returns on behalf of clients
• Compiling supporting financial statements and documents
• Preparing tax provisions schedules, returns, payments, and reports
• Finding tax solutions to complicated tax issues or errors from incorrect tax filings
• Providing assistance with federal and state tax notices
• Making sure that clients comply with federal, state and local tax regulations
• Accurately prepare quarterly and annual tax reports
• Review returns prepared by interns and staff accountants
• Perform tax research, staying up to date on changes
• Establish relationships and building trust with clients
• Training tax team members on firm and industry tax standards
• Assists with preparation of various trust and estate tax returns