Expereinced Tax Preparers 

 

Summary

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

 

Primary responsibilities

• Compute taxes owed by following tax code.

• Prepare or assist in preparing simple tax returns for individuals.

• Help taxpayers by using their federal, state and local codes

• Ensure that clients receive the maximum benefit permitted.

• Find potential deductions and credits.

• Advise against potential tax liabilities.

• Ensure clients do not pay unnecessary taxes.

• Review financial records such as income statements and deductions

• Interview clients to identify the proper filing forms.  

• Verify totals on past forms for accuracy.

• Calculate and invoice for form preparation fees.

• Recommend additional products and services.

• Prepare tax returns using electronic filing software.

• Ensure a copy of the completed return is provided to the customer.

• Secure customer information in safe place