There are in person and online trainings available for every position, tax prep is typically done in small groups so there are multiple people around to talk to if you have questions.
Intake- Meet with clients (about 15-30 minutes depending on how much documentation they have)
- Go over a list of questions with them to ensure they have provided all relevant documentation
- Make a copy of all documents, give them back their originals and put copies in folder.
Basic Tax Prep
- Prepare taxes for clients who are categorized as "basic" using a guided tax software
- Input the client's data from the provided documentation
Basic Tax pick up meeting
- Meet with Basic tax clients to review their completed taxes with them
- Note any correction they have and make updates
- Get their signature on the final copy of their tax return
Advanced Tax Prep
- Prepare taxes for clients who are categorized as "advanced" using a guided tax software
- Input the client's data from the provided documentation
Advanced pick up meeting
- Meet with Advanced tax clients to review their completed taxes with them
- Note any correction they have and make updates
- Get their signature on the final copy of their tax return
