Tax Preparers

Assist clients in preparing accurate tax returns and planning.

1. 1

   Interview clients for financial information

   Gather details on taxable income and deductible expenses from clients.

2. 2

   Review financial records

   Examine income statements and expenditure documentation to determine necessary tax forms.

3. 3

   Compute taxes owed or overpaid

   Use computers to calculate taxes based on provided information and tax tables.

4. 4

   Prepare tax returns

   Complete simple to complex tax returns for individuals or small businesses.

5. 5

   Provide tax advice and planning

   Answer client questions and offer strategies for future tax savings.