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TAX ADMINISTRATION
Services
- Calculate dividend and capital gain distribution rates
- Prepare ROCSOP and required tax designations for Annual Report
- Prepare and coordinate filing of income and excise tax returns
- Audit firm to sign all returns as paid preparer
- Calculate/monitor book-to-tax differences
- Provide quarterly Subchapter M compliance monitoring and reporting
- Provide tax re-allocation data for shareholder 1099 reporting