Joy G

Tax Consultant & Financial Compliance Specialist

Apex Tax & Financial Services

Dec 2025 - Present • 5 mos

Provide comprehensive tax preparation and compliance services for individuals, partnerships, and corporations, specializing in IRS filings and financial reporting accuracy. Experienced in handling Form 1120 (C-Corp), Form 1120-S (S-Corp), Form 1065 (Partnership), Schedule K-1 reporting, and ITIN (Form W-7) applications. Successfully assisted businesses in structuring and filing corporate tax returns by organizing income streams, categorizing deductions (including salaries, rent, taxes, and depreciation), and ensuring accurate reporting of officer compensation and shareholder distributions. Helped clients transition between C-Corp and S-Corp structures while maintaining compliance and optimizing tax positions. Worked with partnerships to prepare Form 1065 and allocate income, losses, and credits across multiple partners. Ensured accurate capital account tracking, profit-sharing ratios, and proper documentation of guaranteed payments and expenses. Improved transparency and streamlined tax reporting processes for future filings. Guided international clients through the ITIN application process by preparing Form W-7, verifying documentation, and ensuring compliance with IRS requirements. Successfully secured ITIN approvals without delays and educated clients on proper usage for tax filings and correspondence. Known for attention to detail, regulatory compliance, and creating organized, repeatable systems that reduce errors and improve efficiency. Consistently deliver accurate, timely filings while helping clients better understand their financial and tax obligations.