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.

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  • 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.

Pre-boarding tasks

Onboarding tasks

ADV regulatory filing

Advisor Support requests

Paperless document storage