| 1. | Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. |
| 2. | Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. |
| 3. | Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. |
| 4. | Interview clients to obtain additional information on taxable income and deductible expenses and allowances. |
| 5. | Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns. |
| 6. | Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion. |
| 7. | Consult tax law handbooks or bulletins in order to determine procedures for preparation of atypical returns. |
| 8. | Calculate form preparation fees according to return complexity and processing time required. |
| 9. | Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. |