| Task | Importance |
|---|---|
| Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. | 95% |
| Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. | 94% |
| Interview clients to obtain additional information on taxable income and deductible expenses and allowances. | 91% |
| Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. | 91% |
| Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. | 90% |
| Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. | 89% |
| Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. | 87% |
| Explain federal and state tax laws to individuals and companies. | 84% |
| Answer questions and provide future tax planning to clients. | 84% |
| Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. | 84% |
| Calculate form preparation fees according to return complexity and processing time required. | 81% |
| Schedule appointments with clients. | 75% |