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Fiduciary reporting

990 forms
All versions of annual information returns and necessary schedules filed by nonprofit organizations
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5500 forms
Annual Return/Report of Employee Benefit Plan must be filed by any administrator or sponsor of the plan
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1040X form
Amended U.S. Individual Income Tax Return that must be filed in order to correct submitted tax forms
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1040-ES forms
Estimated Tax for Individuals must be completed by U.S. citizens and resident alien to figure and pay the estimated tax
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8867 form
The Paid Preparer's Due Diligence Checklist is completed and filed with forms 1040, 1040A, 1040EZ, 1040NR, 1040SS, 1040PR.
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