Staff AccountantAt — Fleming & Co, CPAs APC

Tax documentation input

Tasks:

The student will be responsible for inputting tax documents that will be reviewed by myself or staff. They will utilize Lacerte and learn to navigate tax software. They will utilize self-review techniques to determine if they have achieved the anticipated outcome.

Training:

Student will work with staff to understand both the tax law as well as how to utilize the software to achieve a fileable tax personal tax return. They will be able to utilize Lacerte tutorials and Spidell courses such as the new tax bill update.

Learning Outcomes:

By the end of the academic internship, the student will have an understanding of personal income taxes and utilize tax software. They will work with Lacerte tax software and also utilize Quickbooks online and desktop. The types of issues will pertain to W2s, brokerage statements, rental property, self-employed businesses and some K1s.