Tax Preparers

About the Role

Tax preparers help individuals and businesses prepare and file their income tax returns accurately and efficiently.

Other Common Titles

  • Tax Accountant
  • Tax Advisor
  • Certified Public Accountant (CPA)
  • Tax Consultant
  • Enrolled Agent

Typical Tasks

  • Collect financial information from clients for tax preparation.
  • Prepare and file federal, state, and local tax returns.
  • Ensure compliance with tax laws and regulations.
  • Advise clients on tax deductions and credits applicable to their situation.
  • Calculate expenses, taxable income, and losses for clients.
  • Review and double-check completed tax returns for accuracy.
  • Answer client inquiries regarding tax-related issues and filings.
  • Stay updated on tax code changes and relevant updates.

Notable People

  • Eleanor A. H. Tatum A prominent tax advisor known for her innovative approaches to tax consulting and advocacy for tax reform.
  • Mark Wilkins Recognized for his contributions to tax preparation technology, making it easier for preparers to manage client data.

Recommended Resources

  • J.K. Lasser's Your Income Tax

    A comprehensive guide to understanding and filing taxes in the United States.

  • IRS Small Business and Self-Employed Tax Center

    A resource by the IRS offering information and tools for small business taxes.

  • The Tax Girl Podcast

    A podcast discussing tax-related topics, useful for tax preparers and individuals alike.