FAQs
- What education and/or training do you have that relates to your work?
Yes, we are required by the IRS to take continuing education classes on an annual basis.
- Describe a recent project you are fond of. How long did it take?
I just completed an Estate 706 tax return. They are complicated but worth the effort needed to complete them. The estate total value was $4,500,000.00 and it took 2 months to complete and submit to NY State and the IRS.