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Legal Reference Question #1 (see April 11th posting for details): Does the prohibition against helping patrons select/complete forms include IRS forms? The short answer is: YES, YES, YES!! The longer answer: Please do not EVER select or help a patron select a tax form, local, state, federal or foreign. You do not know what tax form they need so how could you select one – right? Even if you are a tax attorney, an enrolled agent, or a CPA, the patron is not your client, you do not know anything about their household or finances, and you have no professional relationship to them giving you the right to make their financial decisions.

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