• Setting up meetings with church/ business officials.
• Advising churches or business owner about the tax preparation process.
• Preparing and submitting tax returns for churches and for-profit business.
• Handling communication from clients and tax authorities.
• Auditing all tax forms for completeness and accuracy.
• Providing future tax planning to clients.
• Securing repeat business and expanding the client base.
• Analyzing tax data submitted by the client to maximize the outcome for the client.
• Signing income tax returns on behalf of individual and business clients.
• Compute taxes owed by following tax code.
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

• Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
• Uncover potential deductions and credits.
• Advise against potential tax liabilities.
• Ensure clients do not pay unnecessary taxes.
• Review financial records such as income statements and documentation of expenditures.
• Interview clients to get a thorough picture of financial situation.
• Verify totals on past forms for accuracy.
• Consult tax law handbooks for especially difficult tax returns.
• Resolve customer complaints.
• Prepare tax returns using electronic filing software.
• Ensure a copy of the completed return is provided to the customer.