Internal Revenue Service United States Department of the Treasury
Level Basic Intermediate Advanced Military International

Screening and Interviewing

Interview Techniques

Pulling It All Together—Sample Interview

To visualize and assist you with conducting the intake and interview process, refer to our Taxpayer Vanessa Franklin located in Appendix A or review the sample interview provided below.

Here is an example of how Jorge used the steps and interviewing techniques during an interview with a taxpayer:

Click here to listen to a sample interview with Jorge, a Volunteer, using the steps and interviewing techniques you have learned. Press the Play Audio button to hear the audio.

Step 1: Cultivate a comfortable environment and put the taxpayer at ease.