Volunteers are needed to:
Attend new and/or refresher tax law training and certification as needed, including the use of electronic filing software. Training may be completed on-line or in person.
Successfully pass a test on required tax law knowledge.
Provide high-quality assistance to all taxpayers. Directly prepare taxpayer’s return based on information provided by taxpayer or answer tax related questions.
Interact with taxpayers to determine the necessary information for completing a tax return.
Prepare returns using electronic filing software.
Refer customers with complex returns to the IRS website or to a tax practitioner.
Maintain confidentiality of customer information.
Ensure high-quality of returns by completing a quality review process on returns completed.
Volunteers can expect to spend:
1 hour for orientation training in early December
2-8 hours of self-directed study for tax certification
4 hours for electronic filing software training
3-5 hours per week during filing season (late-January to mid-April