# Tasks & work activities — tax advisor

Source: O*NET 30.3, occupation 13-2082.00 (Tax Preparers).

## Task statements

- **[Core]** Answer questions and provide future tax planning to clients.
- **[Core]** Explain federal and state tax laws to individuals and companies.
- **[Core]** Schedule appointments with clients.
- **[Core]** Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- **[Core]** Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- **[Core]** Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- **[Core]** Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- **[Core]** Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- **[Core]** Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- **[Core]** Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- **[Core]** Calculate form preparation fees according to return complexity and processing time required.
- **[Core]** Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

## Detailed work activities

- Advise others on financial matters.
- Calculate tax information.
- Correspond with customers to answer questions or resolve complaints.
- Develop financial plans for clients.
- Examine financial records.
- Explain regulations, policies, or procedures.
- Interview clients to gather financial information.
- Schedule appointments.
- Update professional knowledge.
- Verify accuracy of records.