# Tax Preparers > Prepare tax returns for individuals or small businesses. - Code: 13-2082.00 (O*NET-SOC; SOC 2018 13-2082) - Family: [Business & Financial](https://foundation.org.ai/occupations#family-13), one of its 50 occupations - Tasks: 12 tasks (12 core) - Page: https://foundation.org.ai/occupations/13-2082.00 - JSON: https://foundation.org.ai/data/tasks/13-2082.00.json ## What the work is made of 1. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Core task · Task 7360 · Rated by 22 occupational experts, August 2020 2. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Core task · Task 7358 · Rated by 22 occupational experts, August 2020 3. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Core task · Task 7361 · Rated by 22 occupational experts, August 2020 4. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Core task · Task 7362 · Rated by 22 occupational experts, August 2020 5. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Core task · Task 7359 · Rated by 22 occupational experts, August 2020 6. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Core task · Task 7366 · Rated by 21 occupational experts, August 2020 7. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. Core task · Task 7363 · Rated by 22 occupational experts, August 2020 8. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. Core task · Task 7364 · Rated by 22 occupational experts, August 2020 9. Explain federal and state tax laws to individuals and companies. Core task · Task 20364 · Rated by 22 occupational experts, August 2020 10. Answer questions and provide future tax planning to clients. Core task · Task 20363 · Rated by 22 occupational experts, August 2020 11. Calculate form preparation fees according to return complexity and processing time required. Core task · Task 7365 · Rated by 22 occupational experts, August 2020 12. Schedule appointments with clients. Core task · Task 21165 · Rated by 22 occupational experts, August 2020 ## More in Business & Financial - [Accountants and Auditors](https://foundation.org.ai/occupations/13-2011.00): 29 tasks - [Agents and Business Managers of Artists, Performers, and Athletes](https://foundation.org.ai/occupations/13-1011.00): 14 tasks - [Appraisers and Assessors of Real Estate](https://foundation.org.ai/occupations/13-2023.00): 30 tasks - [Appraisers of Personal and Business Property](https://foundation.org.ai/occupations/13-2022.00): 14 tasks - [Budget Analysts](https://foundation.org.ai/occupations/13-2031.00): 13 tasks - [Business Continuity Planners](https://foundation.org.ai/occupations/13-1199.04): 21 tasks - [Business Operations Specialists, All Other](https://foundation.org.ai/occupations/13-1199.00): no tasks listed - [Buyers and Purchasing Agents, Farm Products](https://foundation.org.ai/occupations/13-1021.00): 12 tasks - [Claims Adjusters, Examiners, and Investigators](https://foundation.org.ai/occupations/13-1031.00): 29 tasks - [Compensation, Benefits, and Job Analysis Specialists](https://foundation.org.ai/occupations/13-1141.00): 22 tasks - [Compliance Officers](https://foundation.org.ai/occupations/13-1041.00): 16 tasks - [Coroners](https://foundation.org.ai/occupations/13-1041.06): 20 tasks - [Cost Estimators](https://foundation.org.ai/occupations/13-1051.00): 14 tasks - [Credit Analysts](https://foundation.org.ai/occupations/13-2041.00): 11 tasks - [Credit Counselors](https://foundation.org.ai/occupations/13-2071.00): 23 tasks - [Customs Brokers](https://foundation.org.ai/occupations/13-1041.08): 23 tasks - [Environmental Compliance Inspectors](https://foundation.org.ai/occupations/13-1041.01): 26 tasks - [Equal Opportunity Representatives and Officers](https://foundation.org.ai/occupations/13-1041.03): 18 tasks - [Farm Labor Contractors](https://foundation.org.ai/occupations/13-1074.00): 7 tasks - [Financial and Investment Analysts](https://foundation.org.ai/occupations/13-2051.00): 26 tasks - [Financial Examiners](https://foundation.org.ai/occupations/13-2061.00): 17 tasks - [Financial Quantitative Analysts](https://foundation.org.ai/occupations/13-2099.01): 21 tasks - [Financial Risk Specialists](https://foundation.org.ai/occupations/13-2054.00): 30 tasks - [Financial Specialists, All Other](https://foundation.org.ai/occupations/13-2099.00): no tasks listed - [Fraud Examiners, Investigators and Analysts](https://foundation.org.ai/occupations/13-2099.04): 23 tasks - [Fundraisers](https://foundation.org.ai/occupations/13-1131.00): 28 tasks - [Government Property Inspectors and Investigators](https://foundation.org.ai/occupations/13-1041.04): 13 tasks - [Human Resources Specialists](https://foundation.org.ai/occupations/13-1071.00): 26 tasks - [Insurance Appraisers, Auto Damage](https://foundation.org.ai/occupations/13-1032.00): 7 tasks - [Insurance Underwriters](https://foundation.org.ai/occupations/13-2053.00): 7 tasks - [Labor Relations Specialists](https://foundation.org.ai/occupations/13-1075.00): 28 tasks - [Loan Officers](https://foundation.org.ai/occupations/13-2072.00): 30 tasks - [Logisticians](https://foundation.org.ai/occupations/13-1081.00): 22 tasks - [Logistics Analysts](https://foundation.org.ai/occupations/13-1081.02): 31 tasks - [Logistics Engineers](https://foundation.org.ai/occupations/13-1081.01): 30 tasks - [Management Analysts](https://foundation.org.ai/occupations/13-1111.00): 11 tasks - [Market Research Analysts and Marketing Specialists](https://foundation.org.ai/occupations/13-1161.00): 13 tasks - [Meeting, Convention, and Event Planners](https://foundation.org.ai/occupations/13-1121.00): 21 tasks - [Online Merchants](https://foundation.org.ai/occupations/13-1199.06): 34 tasks - [Personal Financial Advisors](https://foundation.org.ai/occupations/13-2052.00): 21 tasks - [Project Management Specialists](https://foundation.org.ai/occupations/13-1082.00): 20 tasks - [Purchasing Agents, Except Wholesale, Retail, and Farm Products](https://foundation.org.ai/occupations/13-1023.00): 19 tasks - [Regulatory Affairs Specialists](https://foundation.org.ai/occupations/13-1041.07): 30 tasks - [Search Marketing Strategists](https://foundation.org.ai/occupations/13-1161.01): 36 tasks - [Security Management Specialists](https://foundation.org.ai/occupations/13-1199.07): 23 tasks - [Sustainability Specialists](https://foundation.org.ai/occupations/13-1199.05): 14 tasks - [Tax Examiners and Collectors, and Revenue Agents](https://foundation.org.ai/occupations/13-2081.00): 21 tasks - [Training and Development Specialists](https://foundation.org.ai/occupations/13-1151.00): 20 tasks - [Wholesale and Retail Buyers, Except Farm Products](https://foundation.org.ai/occupations/13-1022.00): 20 tasks ## Where this comes from Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.