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Capstone Financial Advisors Logo
Capstone Financial Advisors

Downers Grove, Illinois

Roth's Fresh Markets Logo
Roth's Fresh Markets

Salem, Oregon

The Financial Advisors, LLC Logo
The Financial Advisors, LLC

Newburyport, Massachusetts


West Linn, Oregon

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EXACT Sports

Chicago, Illinois

David E. Tully & Associates, PA

Nashua, New Hampshire

Northeast Planning Associates, LPL Financial

Newburyport, Massachusetts

Pittman & Brooks PC


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Tax Specialist
 Role and Responsibilities Oversight of all tax filings for a current client roster of 12 families. Responsible for assuring that all tax filings are completed in a high quality, timely (by the IRS imposed deadlines or sooner) and efficient manner. G1 does not prepare tax returns; the Tax Manager would be G1’s primary point person for our various external accounting firms, which are typically the well-known medium to large accounting firms. These firms have dedicated accounting teams assigned to G1 and its families. Types of Returns: 1040’s, 1041’s, 1065’s, 1120-S’s, 1120-C’s, 990-PF’s, 709’s, 706’s, as well as SALT filings. There are some, but very few, international filings as well (ex:  Canadian income tax return). The

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