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Intake Specialist & Tax Preparer Volunteer at CWF

This semester, I have had the opportunity to assist with tax preparation in a regional non-profit organization providing financial resources for low-to-moderate-income taxpayers with over $32 million in tax refunds. I facilitated the IRS Form 13614-C completion by conducting interviews and gathering the necessary tax documentation for 20+ customers daily. In addition, after examining documentation, I generated the IRS Form 1040 utilizing TaxSlayer to connect 45+ working families with eligible tax credits.

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