Our Office ​

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Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

• Interview clients to gather financial information.

Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

• Calculate tax information.

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

• Calculate tax information.

Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

• Calculate tax information.

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

• Advise others on financial matters.

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

• Verify accuracy of records.

Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

• Update professional knowledge.

Calculate form preparation fees according to return complexity and processing time required.

• Calculate tax information.

Answer questions and provide future tax planning to clients.

• Develop financial plans for clients.

• Correspond with customers to answer questions or resolve complaints.

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

• Examine financial records.

Explain federal and state tax laws to individuals and companies.

• Explain regulations, policies, or procedures.