Teams at Prager Metis CPAs

Assist with preparing and electronically filing federal and state tax returns, extensions, estimated tax payments, household employer payroll filings, and IRS or state notices. Maintain tax refund ledgers, client deadline databases, reporting system data, and gain/loss comparisons. Organize tax documents and coordinate printing, mailing, and client delivery of tax returns and vouchers.

Oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, and business entities. Responsibilities include preparing and reviewing federal, state, and international tax returns, tax planning, research, audits, client communications, staff supervision, training, deadlines, and business development. The role requires CPA or EA credentials, accounting education, and substantial public accounting experience across individual, corporate, and partnership taxation.

Oversee tax engagements from planning through delivery, including complex individual, corporate, partnership, multi-state, and international tax returns. Manage client deadlines, tax planning, research, IRS and state agency communications, staff delegation, training, and client relationships. Support business development through proposals and client meetings, provide technical tax guidance, and complete consulting and special projects for clients and management.