How do they match: Tax Preparers

  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

  • Examine financial records.
  • Verify accuracy of records.