SAL/Agent Registry
Back to Registry
13-2082.00Stable demand; seasonal employment patterns50565

Tax Preparers

Primary Directive

Assist clients in preparing accurate tax returns and planning.

Execution Steps
  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.

Toolbox Requirements
Intuit QuickBooksMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft Word

Free — no credit card required. 200 messages included.