How do they match: Tax Preparers

  • Prepare tax returns for individuals or small businesses.

  • 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 to determine forms needed to prepare tax returns.

  • Advise others on financial matters.
  • Develop financial plans for clients.
  • Examine financial records.
  • Interview clients to gather financial information.