How do they match: Tax Preparers

  • Income Tax Advisor
  • Tax Advisor

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • 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.