Chapter 1: The Role of a Tax Preparer
This chapter explains the key responsibilities of a tax preparer, including gathering client data, ensuring tax compliance, providing advice on deductions and credits, and upholding ethical standards to avoid penalties and errors. It highlights the essential functions that tax preparers perform to help clients manage their tax obligations effectively.
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1.
A client comes to you with incomplete income documentation and asks you to file their return anyway, hoping for the best outcome. What should you do?
2.
You notice that one of your clients may qualify for an additional tax credit, but they are unaware of it. What should you do?
3.
A long-time client asks you to help them reduce their tax liability by underreporting some of their business income. How should you respond?
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