Tax Preparer

Job Description

Job Description

• Client Consultation : Interview clients to gather a complete financial picture, including income, expenses, assets, and other relevant information.
• Tax Return Preparation : Use specialized tax software to accurately input data and complete all required tax forms.
• Document Analysis : Review and organize financial records, such as W-2s, 1099s, income statements, and documentation of expenditures.
• Compliance and Accuracy : Ensure all returns comply with current tax laws and regulations, performing thorough reviews to catch any errors or omissions.
• Filing : Submit completed tax documents to the IRS and other appropriate agencies before deadlines.
• Tax Planning and Advice : Advise clients on current tax laws and provide future tax planning strategies to help them save money and plan for upcoming tax years.
• Record Keeping : Maintain organized and confidential records of all client information and filed returns.