Integral and Professional Income Tax Preparation Services for Individuals and Businesses. Book Your FREE, 10 Minute Tax Consultation Now! INCOME TAX DUE DILIGENCE/SERVICES INCLUDE: Examine financial records. Explain federal and state tax laws to individuals and companies. Explain regulations, policies, or procedures. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. Advise others on financial matters. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Verify accuracy of records. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. Update professional knowledge. Calculate form preparation fees according to return complexity and processing time required. Answer questions and provide future tax planning to clients. Develop financial plans for clients. Correspond with customers to answer questions or resolve complaints. Interview clients to gather financial information.