How do they match: Tax Preparers

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • 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.