How do they match: Tax Preparers

  • Tax Specialist

  • Prepare tax returns for individuals or small businesses.

  • Answer questions and provide future tax planning to clients.
  • 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.
  • Schedule appointments with clients.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

  • Develop financial plans for clients.
  • Interview clients to gather financial information.