At i4kp, we are experts in making organizations more efficient. Whether it’s through Business Process Management, Tax Preparation & Tax Planning, Bookkeeping, or Financial Planning, we have the knowledge and experience to provide customer services to you and your business.
- Individual Tax Returns: Form 1040, 1040X, 1045 and State tax returns
- Corporate Tax Returns:Form 1120, 1120S, 1120X, 1139 and State tax returns
- Partnership Tax Returns: Form 1065, 1065 amended and State tax returns
- Trust Tax Returns: Form 1041
- Tax Planning Support Services: Integrated Tax Plan, Income Forecast etc.
Portfolio Analysis
Financial Plan generation
Customized Investment reports
Advisor Billing
Investment Account paperwork
Tracking account funding and other account maintenance requests
Electronic document preparation
Maintaining client profiles using CRMs and portfolio management software
Complaince Support
Auditing accounts, Portfolio risk reports, Social media audit, Financial Planning audit.
