Legal assistant/tax preparer

Legal assistant for tax defense attorney. Duties include:

 Answer telephones.
 Take messages.
 Schedule appointments (in-person, telephone, or zoom).
o Enter appointments into google Calendar.
o Create zoom appointments.
o Call/Text clients to confirm appointments.
 Check Emails
 Check the mail daily/Send mail.
 Scan documents into Pin Point software.
 Manage Quickbooks
o Invoice clients.
o Enter payments from clients.
o Enter expenses.
o Create checks to pay bills/refund clients, etc.
 Pay bills (ones that are not recurring).
 Prepare Tax Returns
o Gather documents needed to prepare returns.
o Enter all date into Tax Act software.
 Prepare power of attorney forms for the IRS and FTB.
o Use Tax Tools software to create them.
o Send to clients for signature.
o Fax/efile POAs.
 Assist in Offers in Compromise and Installment arrangements
o Work with client to gather all documents needed.
 Clerical assistance with with Bankruptcies
o Work with bankruptcy paralegal.
o Work with clients to obtain data and documents needed for bankruptcy
 Use software to obtain tax transcripts