FreeTaxPrep-Volunteer

This class will cover tax law changes made due to the Tax Cuts and Jobs Act signed into law last December. This class assumes participants have volunteered with the Free Tax Prep program in the past. It is intended to provide new information only to help returning volunteers complete certification. Please note all classes are scheduled for three hours.

You complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers. No prior tax preparation experience is necessary – just a desire to learn. Tax law certification is required for this volunteer role and training is available online or through face-to-face instruction. Please note all classes are scheduled for three hours.

To volunteer as a Tax Preparer, please fill out the form: 

You provide tax law assistance and guide taxpayers in preparing their own tax returns. Tax law certification is required for this volunteer position and training is available online or through face-to-face instruction. Please note all classes are scheduled for three hours.

To volunteer as a Tax Coach, please fill out the form: 

You greet everyone visiting the site to create a pleasant atmosphere. You are an important first contact for clients helping coordinate traffic flow and determining the type of assistance needed. Tax law certification is not required for this position. Training is available online or through face-to-face instruction to familiarize volunteers with the program. Please note all classes are scheduled for three hours.

Lessons covered in training include an overview of the Free Tax Prep program, the interview/intake process, and the volunteer standards of conduct.

You provide free language interpreter services to clients who are not fluent in English. Basic tax knowledge is helpful, but it is not required for this position. Training is available online or through face-to-face instruction to familiarize volunteers with the program. If you can provide another language not listed, please click “other.” 

Lessons covered in the training an overview of the Free Tax Prep program, the interview/intake process, and the volunteer standards of conduct. Please note all classes are scheduled for three hours.

You attend events throughout the area to promote VITA tax services with enthusiasm and energy. You educate the public about the VITA tax program and assist with scheduling appointments. Tax law certification is not required for this position. Bilingual volunteers are encouraged to request this position.

Training is not required for this position. By completing this form, a coordinator from our program will be in touch with you about the details of the position and how you can help.

To volunteer as a Table Advocate, please fill out the form: 

You have a working knowledge of personal computers, software and communications systems. Tax law certification is not required for this position. If working at a self-prepare site you must become familiar with the various tax software option(s) available at your site. Although you may have less taxpayer interaction than most volunteers, you must be patient with those individuals who may not be as computer literate.

To volunteer as a Computer Specialist , please fill out the form: