Internship term paper

Internship term paper - Patricia Ade SD11 12 Con Mary Casey...

Info iconThis preview shows pages 1–2. Sign up to view the full content.

View Full Document Right Arrow Icon
Patricia Ade 05/17/07 Con: Mary Casey Internship Term Paper My internship is located at Ameritax Financial Advisors, which basically deals with financial planning and income tax returns. Among the accountants that are working in the office there is a marketing director, a lawyer and two mortgage brokers. I was given the tile of “Accountant Assistant”. My most important responsibility was to collate tax returns. In the process of collating I had to first make sure that I had two copies of the tax returns, if the client was electronically filing their tax returns. If the client requested a paper return I had to make three copies of their tax returns. Electronic filing is the easiest, because all you have to do is gather the clients documents (W-2 forms, interest income, dividends, social security benefits, pensions, etc…) and compare it the to what is on the tax returns to make sure that everything is accurate. While doing the tax returns if the client owes the IRS and the State or just one out of the two, I have to make sure that client receives a copy of the voucher attached with the right envelope to where the payment is being sent. If there is an error I just have to report it back to the accountant that is preparing the tax returns. While preparing paper returns I have
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Image of page 2
This is the end of the preview. Sign up to access the rest of the document.

This note was uploaded on 04/15/2008 for the course ADV 52 taught by Professor William during the Spring '07 term at CUNY Kingsborough.

Page1 / 4

Internship term paper - Patricia Ade SD11 12 Con Mary Casey...

This preview shows document pages 1 - 2. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online