div>· Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.
· Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.
· Communicate with clients and other parties to obtain information and documentation needed to prepare entity, real estate, estate planning, and probate documents.
Utilizes appropriate technology and software when applicable, including Word, Excel, and PowerPoint.