- Prepare Individual and business federal and state tax returns on behalf of clients.
- Electronically file tax returns on behalf of clients.
- Ensure compliance with government tax rules during tax preparation.
- Research and stay updated on IRS and state/local tax rules.
- Meet with clients via virtual meetings as needed to answer questions.
- Identify tax savings and suggest ways to reduce taxation.
- Advise clients about tax liabilities and related matters.
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