Tax Preparer
Current
Frederick Tax Service
Los Gatos, California, United States
• Conduct in-depth consultations with clients to gather and review financial documents, including income statements, expense records, and other relevant information.• Prepare and file accurate federal and state tax returns, ensuring compliance with all applicable tax laws and regulations.• Advise clients on tax deductions, credits, and strategies to minimize tax liabilities and optimize tax benefits.• Maintaine and organize client records, ensuring confidentiality and adherence to… Show more • Conduct in-depth consultations with clients to gather and review financial documents, including income statements, expense records, and other relevant information.• Prepare and file accurate federal and state tax returns, ensuring compliance with all applicable tax laws and regulations.• Advise clients on tax deductions, credits, and strategies to minimize tax liabilities and optimize tax benefits.• Maintaine and organize client records, ensuring confidentiality and adherence to data protection standards.• Stay updated on changes in tax laws and regulations, applying new knowledge to ensure accurate tax preparation.• Provide exceptional client support by addressing inquiries, resolving issues, and guiding clients through the tax preparation process.• Assist clients with tax audits by preparing necessary documentation and providing clear explanations as required. Show less