Hours

About

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

Use of all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

Interview clients to obtain information on taxable income and deductible expenses and allowances.

Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.

Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.

Consult tax law handbooks or bulletins in order to determine procedures for preparation or atypical returns.

Calculate form preparation fees according to return complexity and processing time required.

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.