Tax Preparers

A typical week, in the words of people in the job

1. 01Schedule appointments with clients.
2. 02Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
3. 03Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
4. 04Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
5. 05Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
6. 06Calculate form preparation fees according to return complexity and processing time required.
7. 07Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
8. 08Explain federal and state tax laws to individuals and companies.
9. 09Answer questions and provide future tax planning to clients.
10. 10Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
11. 11Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
12. 12Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

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