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U.S. Tax Documentation and Administrative Support
Document and administrative support related to U.S. tax matters. Clients prepare, review, sign and submit their own returns.
Support is limited to documents and administrative procedures; tax decisions remain with the client.
Organizing documents
- Organizing tax documents supplied by the client.
- Preparing administrative summaries of received documents, without tax calculations or determinations.
General information
- General information about U.S. tax forms, without determining how they apply to an individual case.
- Helping clients locate official instructions published by the IRS.
Administrative procedures
- Explaining administrative and documentary steps without making tax decisions for the client.
This support does not include preparing, reviewing or filing U.S. tax returns for clients. Clients remain responsible for the content, signature and submission of their returns.