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Olivia Pope is employed by Cash Tracks Financial, LLC in Springfield, Oregon, a tax preparation and financial services company owned by Lolita Deitweiller, an enrolled
Olivia Pope is employed by Cash Tracks Financial, LLC in Springfield, Oregon, a tax preparation and financial services company owned by Lolita Deitweiller, an enrolled agent. Which of the following activities may Olivia do without being licensed in Oregon?
Administrative tasks, such as setting appointments and preparing bank deposits.
Gathering tax information from a client by conducting a detailed interview.
Preparing tax returns.
Providing tax planning advice.
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