FreeTaxPrep-Volunteer

Overview

Help Families Keep Their Hard Earned Money And Become a Free Tax Prep Volunteer
No tax background required!

Each year, the United Way and hundreds of volunteers help families and individuals who earn less than $60,000 annually file their taxes for free. Last tax season, the Free Tax Prep program (also known as VITA) helped more than 9,000 families receive over $11 million in tax refunds. With your help, we can grow that number. No prior experience required beyond the passion for wanting to help our community!

Training can be completed through self-directed instruction online or through in-person classroom training. Classroom training will begin the end of October. Self-directed instruction materials will be updated in November. Please follow the links below to select which option is right for you. 

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

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Study Materials

 

STEP #1: MATERIALS TO HELP YOU STUDY

Whether you are completing your training through a self-study program or in a classroom setting, a variety of materials are available to help you succeed.

      Classroom Materials

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Self-Study

 

Training can be completed through a self-study program. Various online materials are provided to help you obtain the knowledge to complete and certify as a tax preparer for our program.

By registering below, we will be able to contact you when training materials become available. You will also receive a link to our site that will have additional practice problems and PowerPoint slides used for classroom training. 

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Classroom Training

 

Complete and successfully certify in tax law training in a traditional classroom environment. Our expert trainers cover relevant tax law to prepare returns within the scope of our program, 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. Classroom training begins end of October.

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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.