Tax Preparer Responsibilities:
- Setting up meetings with clients.
- Advising clients about the tax preparation process.
- Preparing and submitting tax returns for clients.
- Handling communication from clients and tax authorities.
- Auditing all tax forms for completeness and accuracy.
- Providing future tax planning to clients.
- Securing repeat business and expanding the client base.
- Analyzing tax data submitted by the client to maximize the outcome for the client.
- Signing income tax returns on behalf of individual and business clients.