Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
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- 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.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Consult tax law handbooks or bulletins in order to determine procedures for preparation of atypical returns.
- Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- compute financial data
- compute taxes
- examine documents for completeness, accuracy, or conformance to standards
- fill out business or government forms
- follow tax laws or regulations
- interview client to obtain additional tax information
- maintain appointment calendar
- maintain records, reports, or files
- obtain financial information from individuals
- obtain information from individuals
- operate business machines
- prepare financial reports
- prepare reports
- prepare tax reports
- prepare tax returns
- use computers to enter, access or retrieve data
- use interviewing procedures
- write business correspondence
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