Tax Preparers

Tax preparers help individuals and businesses accurately complete and file their federal, state, and local tax returns. During tax season, which typically runs from January through April, they meet with clients to collect financial documents like W-2 forms, receipts for deductions, and records of income from various sources. They carefully review these materials, enter information into specialized tax software, and identify credits and deductions that can reduce what clients owe or increase their refunds. Throughout the process, they ask detailed questions about life changes, major purchases, charitable donations, and other circumstances that might affect tax liability.