-Thoroughly interview and gather required documents with clients using the IRS intake form

-Work under the supervision of the Site Coordinator to prepare Federal and State tax returns (Forms 1040, schedules within scope) using the provided tax software

-Ensure accuracy by referencing IRS publications, verifying all information, and communicating effectively with the Site Coordinator and clients, when questions may arise

-Remind clients of the responsibility of providing accurate information and necessary documents, as they directly contribute to the accuracy of their own tax return