Request accounting and tax information from the client.
Review and classify the received information.
Prepare and review financial statements, including balance sheets and income statements.
Discuss any open items with the client.
Complete and review the workpaper file.
Notify the client that their declaration is ready and provide information on the fees to be paid to H&CO, as well as the amount to be paid to the IRS (if applicable).
Request the signature of form 8879 and provide any additional instructions.
Follow up with the clients regarding invoice payment and the signature of form 8879.
Manage the complete relationship and communication with the client.
Serve as the client trusted advisor and point of contact with the Firm’s other services and divisions.