Jalesa Richardson

Customer Service Representative @Internal Revenue Service

Assist taxpayers with using the 1040x Amended U.S. Individual Income Tax return. Amend a personal income tax return that the taxpayer has already filed using a computerized system such as AMS, SERP, or EUP. • Complete personal or telephone interviews with a wide range of individuals who have varying understanding, or with third-party representatives like CPAs, attorneys, practitioners, etc. Provide full explanations to specific inquiries initiated by the individual, generated by notices, or internally generated assignments.• Elicits sensitive, personal, and financial information such as innocent spouse determinations, bankruptcies, or draws out information the individual may attempt to withhold like additional income, and overpayments; ensure compliance with reporting and disclosure requirements. • Make determinations and use sound judgment concerning controversial matters in reporting as appropriate the degree to which the individual understood their responsibilities and whether errors in their records reflected honest mistakes or fraudulent intent. • Use sophisticated interviewing techniques, I review individual circumstances and goals and advise on the most advantageous ways to meet them.