Suresh R

• Performed validation of tax data and resolved basic tax software diagnostics.
• Analyzed financial and tax documents including Forms W-2, 1099, and brokerage statements for accurate reporting.
• Verifying tax documents including Forms -1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-R, 1098, Schedule K-1, and brokerage statements.
• Assisted in preparation of tax credits, deductions, estimated tax payments, and carryforward calculations.

• Responsible for preparing and reviewing US tax returns, collecting financial documents,
• Calculate taxable income, deductions, and credits.
• Verify accuracy of financial and tax data
• Maintain tax workpapers and supporting documentation
• Use tax software such as Drake Tax, CCH Axcess, Ultratax.
• Support senior tax associates/managers during tax season

Identifying potential tax credits and liabilities.

Having knowledge of W2, 1099, and 1098 forms.

Hands-on experience with tax software: CCH Access, Drake, and Lacerte.

Preparation of individual 1040 tax returns, adhering to strict deadlines and regulatory standards.

Review various financial documents in order to prepare tax returns and provide tax services.