Volunteer Resource Page
Helpful Resources for Our Wonderful Volunteers

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Here are some useful resources for our Volunteers during the tax season.

 MATERIALS TO HELP YOU NOW

A variety of materials are available to help you now that you have completed your training and certified. We have color coded our resources for quick navigation Videos (green), IRS Publications (red), downloadable and viewable Documents (purple) all links remain blue. 

 

IRS Publications  

Scripts, Intake Forms and other Helpful Tools

Drop off and Virtual Volunteer Corner

 

Volunteer Training Videos for Reference

Training session #1 was held on Saturday, November 6, 2021. Unfortunately, the recording for this training was lost due to technical errors. For those that missed the session or wish to review the material we recommend using the resources below. Our apologies for any confusion.

 

PLAY AROUND IN PRACTICE LAB

To complete some of the exercises for the certification, you will want to access the tax preparation software.  The password for the practice lab is TRAINPROWEB (all caps).  You can access the Practice Lab here

    Online Instruction and Certification

 

Still need to SUBMIT YOUR VOLUNTEER AGREEMENT?

After completing your certification exams you will are able to electronically sign your volunteer agreement by checking the box in your Link & Learn account in the upper right hand corner.

Please email Anita Flores (anita.flores@uwccr.org) with your signed volunteer agreement and indicate which level of certification you passed Basic and/or Advanced.

 

ADDITIONAL RESOURCES

Throughout tax season, many of our volunteers get asked questions from our clients about how they can get access to additional services for various situations they are experiencing. There are generally two referrals we make to our clients: 211 and Financial Empowerment Center.

211 is a vital service that connects communities to local organizations and resources able to address problems such as housing, utilities, mental health, transportation, and much more. For more information go to 211.org or call 2-1-1 on any local area coded phone.

Financial Empowerment Center, City of Sacramento offers free professional one-on-one financial navigation and coaching for local residents. To request an FEC navigation or coaching appointment, email FEC@cityofsacramento.org or call 916-808-4927. All appointments will be remote via phone or video at this time. See more information on their website

 

 

Volunteers may contact our program manager at any time with questions.
Volunteer Coordinator: Anita Flores, Anita.Flores@uwccr.org.

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