FreeTaxPrep-Volunteer

Overview

Help Families Keep Their Hard Earned Money And Help Them File Their Taxes For Free
No tax background required!

Each year, the United Way and hundreds of volunteers help families and individuals who earn less than $54,000 annually file their taxes for free. Last tax season, the Free Tax Prep program (formerly known as VITA) helped more than 8,000 families. With your help, we can grow that number. No prior experience required beyond the passion for wanting to help our community!

All positions require volunteers to complete at least one certification exam. Exams are completed online at https://www.linklearncertification.com. Each position description includes the certification exam/s required.

Training can be completed through face-to-face instruction or through self-directed instruction online. To complete training online you can find resources at https://apps.irs.gov/app/vita/ or FTB’s webinars, or Prosperity Now’s webinars. 

All classes are scheduled for three hours.

For more information, contact Debi Linderholm at (916) 856- 3978 or at debi.linderholm@uwccr.org. 

Listed below are the various volunteer positions available to you including required trainings. 

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Want To Do Independent Study?

Training can be completed through a self-study program. A variety of materials are available to help you complete the training. These materials include:

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New Tax Law Training

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.

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Optional Lab Time
For those who want a little extra help!

Designed for volunteers who wish to use the tax preparation software while having access to an instructor for questions and guidance. Completing a lab course is not required for certification. Instructors are unable to answer questions on the certification exam. Please note all classes are scheduled for three hours.

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Tax Preparer
Volunteer as a Tax Preparer !

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: 

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Quality Reviewer
Volunteer as a Quality Reviewer!

You review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. Tax law certification is required to the Advanced level for this volunteer role and training is available online or through face-to-face instruction. Previous tax return preparation experience strongly recommended. Please note all classes are scheduled for three hours.

To volunteer as a Quality Reviewer, please fill out the form: 

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Tax Coach
Volunteer as a Tax Coach!

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: 

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Site Administrator/ Coordinator
Volunteer as a Site Administrator/ Coordinator!

You have excellent organizational and leadership skills.  You are the primary resource for sharing your knowledge of the program and are available to assist with any issues that may arise. You develop and maintain schedules for all volunteers to ensure adequate coverage, supplies and equipment at your site. Tax law certification is required to the advanced level. 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.

 

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Greeter
Volunteer as a Greeter!

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.

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Screener
Volunteer as a Screener!

You assist clients with completing paperwork and verifying that all documents are present prior to preparation. Success in this position allows clients and preparers to focus on ensuring an accurate return is completed in a timely manner. Tax law certification is not required for this position, but completion of the Interview/Intake training is required. Training is available online or through face-to-face instruction for this certification. Please note all classes are scheduled for three hours.

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Interpreter
Volunteer as a Interpreter!

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.

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Tax Appointment Scheduler
Volunteer as a Tax Appointment Scheduler!

Volunteers screen inbound callers seeking tax assistance services, providing appointment scheduling and/or referrals to services including the Volunteer Income Tax Assistance program, AARP Tax Aid and My Free Taxes. Tax law certification/experience is not required for this position. Volunteers are provided training by 2-1-1 Sacramento covering the topics of call handling techniques, tax assistance programs/screening and use of call handling systems. Bilingual volunteers are encouraged to request this position.

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Table Advocate
Volunteer as a Table Advocate!

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: 

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Child Care Assistant
Volunteer as a Child Care Assistant!

Volunteers observe and monitor children’s play activities while parents have their tax return prepared. The age range of children may vary from 2 years to 9 years. Volunteers are encouraged to lead activities such as reading, drawing, small crafts, games, singing. Materials will be provided. Volunteers are not required to change diapers, prepare food or serve meals or refreshments. Fingerprinting and background checks are required for this role.

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Computer Specialist
Volunteer as a Computer Specialist !

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: 

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Survey Associate
Volunteer as a Survey Associate!

You conduct surveys and collect data from clients using methods such as interviews and online questionnaires. You assist clients with completing online surveys using hand-held tablets. 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. Bilingual volunteers are encouraged to request this position.

To volunteer as a Survey Associate, please fill out the form: