***INCOMPLETE APPLICATIONS WILL NOT BE REVIEWED***
Prepare tax returns for individuals or small businesses.
Previous background or responsibilities of an tax profesional, accredited accountant or certified public accountant required.
Annual renewal of a PTIN is required. Tax preparers must provide evidence of completing 15 hours of RTRP continuing education. The courses must comprise at least 3 hours of federal tax law updates and 2 hours of registered tax return preparer ethics. The remaining 10 hours must consist of federal tax law topics.
We have the ability to provide you with access to obtain your CE credit. www.exammatrix.com/alphaomega
Registered Tax Return Preparers are also required to comply with Circular 230. The Circular 230 revisions also require an RTRP to meet the standards of all tax practitioners to have substantial authority in order to consider a tax position as reasonable.
Previous income tax preparation experience WELCOME..
To prepare income tax return forms for individuals and small businesses:
Reviews financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return.
Interview client to obtain additional information on taxable income, deductible expenses and allowances.
Computes taxes owed, using computer and or adding machine, and completes entries on forms, following tax form instructions and tax tables.
Consults tax law handbooks or bulletins to determine procedure for preparation of atypical returns. Occasionally verifies totals on forms prepared by others to detect errors of arithmetic or procedure. Calculates form preparation fee according to complexity of return and amount of time required to prepare forms.
Updating and Using Job-Relevant Knowledge, Organizing, Planning, and Prioritizing. Assisting and Caring for Others. Making Decisions and Solving Problems. Communicating With Co-Workers, and teaching clients tax laws as they apply to their personal taxes.
Professionalism, Mathematics, Information Gathering, Problem Identification, Active Listening, Active Learning, Service Orientation, and Time Management.
College Education required
Alpha & Omega Tax Center - 12 months ago