She specializes in tax preparation for individuals, businesses and organizations, including the preparation and filing of all federal, state and local tax returns as well as business, corporate, partnerships and Pennsylvania inheritance tax returns
. As tax professionals, her company handles all aspects of taxation.
However, Revenue & Customs (the newly-merged Inland Revenue and Customs & Excise) has begun an initiative to ensure that the inheritance tax returns
of dead people match the earnings that they declared during their lifetime.
In a recent per curiam opinion, the Supreme Court of New Jersey modified the ruling of the Committee on the Unauthorized Practice of Law to allow a limited exception that permits CPAs, licensed in New Jersey, to prepare and file Inheritance Tax Returns
. No supervision of an attorney is required as long as the client is notified in writing, before the CPA commences work on the return, that a review of the return by a qualified attorney may be desirable because of the possible application of legal principles to the preparation of the tax return.