Tina R. Bolden is in charge of individual tax compliance (1040), and trust taxation (1041), and estate tax (706, 709) compliance. Comfortable with Life Insurance Trusts, Revocable and Irrevocable Trusts, trust review, and necessary procedures for trustees, and the relevant state income tax returns for private clients.
Tina manages client income tax compliance, tax audits, representation, tax controversy, and compliance documentation. Client base grew 50% by providing excellent client service, value-based research, training, and exceeding expectations. Extensive knowledge of the NEW and past tax laws:
- Proficient with tax forms: 1040, 1041, 990 990 PF, 1065, 1120, 706, 709 and the related
- Trainer and mentor seasoned finance & tax executives, including CFO’s, CPAs, etc.
- Manage a team of skilled professionals for corporate and high net worth clients.
- Direct and establish functional responsibilities and disciplines, systems and controls and hired key personnel for positions.
Tina focuses primarily on corporations, partnerships, C and Subchapter S corporations, and individual taxation projects. Sample industries: software leasing, equipment leasing, high technology, exempt organizations, trusts & estates, and family offices.