personal income tax preparation and Tax Memo II is a corporate tax memo . This will be graded using the rubric at the end of this document and is an opportunity for you to organize your thoughts and receive feedback from your instructor for the final submission . Note that the submission guidelines for this milestone are less demanding than those for the final submission . Once you have submitted this milestone and received feedback from your instructor , it is up to you to incorporate this feedback and complete the artifact by meeting the submission requirements found in the Final Project Guidelines and Rubric document .
Client Three – Ms . Emma Shire ( Tax Memo ) Ms . Emma Shire is a client at S . N . H . U ., LLC . Your task is to develop a comprehensive , professional tax memo and appendix for her by analyzing business and individual tax situations . Ms . Shire has questions and concerns about her personal income taxes , as well as taxes as they relate to her role in a partnership with Marlene Anderson . She also works at Clifford Co ., a large organization set up as a corporation , and has questions about their tax preparation . You will work with Ms . Emma Shire to provide her with guidance on her questions related to personal , partnership , and corporate tax situations . You will need to apply income tax regulations in solving problems and recommending courses of action that will comply with regulations and , at the same time , result in the best economic solution for Ms . Emma Shire .
Artifact Three : Tax Memo I Information for Personal Income Tax Preparation Ms . Shire has provided you with the following information to prepare her personal income tax return for 2014 .