Volunteer with Community Tax Centers

Watch the video below to hear why people volunteer with our Community Tax Centers!

Thank you for your interest in volunteering with the Community Tax Centers in the spring of 2014!  Our goal is to help 18,500 families and individuals file their taxes this year through volunteer assistance.  We will need over 650 volunteers to help us with those returns!  I hope you will be a part of that! 

We no longer have any tax training for 2014.  If you would like to volunteer for the 2014 tax season there are 2 ways you can help:

 Client Liaison: As the first person a taxpayer encounters, the Client Liaison welcomes clients to the Tax Center, screens for eligibility and preparedness, collects documents, and assembles the information necessary for the Tax Preparer to complete the tax return in an efficient manner. The Client Liaison plays a critical role in ensuring that clients have a quality experience.

Translator: 34% of Community Tax Center clients speak only Spanish!  We are in great need of bilingual volunteers to help clients and our volunteer tax preparers communicate effectively.  The translators help ensure that the taxpayers understand their tax return and their tax obligations.

If you would like to help with one of these areas you can sign up to volunteer by clicking on the following link to register as a volunteer Volunteer Application Please let Jackie Blair (jackie.blair@foundcom.org) know if you have any questions about volunteering with the Community Tax Centers.  If this is not an area that works for you, Jackie will be happy to put you on the list for 2015.

2014 Tax Season

Ways You Can Volunteer

Training

 Ways You Can Volunteer

clients, translator and preparer at FC tax center

There are three volunteer positions with the Community Tax Centers. All opportunities allow you to choose your schedule and location. There are 5 sites for you to choose from.

  • Volunteer Tax Preparer
  • Client Liaison
  • Translator

A Volunteer Preparer: Volunteers work directly with families to file their tax returns at one of our tax centers. Tax preparers walk our clients through the tax preparation process and prepare returns using TaxWise software. We teach you everything you need to know in a required training (up to 12 hours for new volunteers). After training, volunteers complete an IRS Volunteer Tax Preparer certification test and are ready to start filing returns!

A Client Liaison: As the first person a taxpayer encounters, the Client Liaison welcomes clients to the Tax Center, screens for eligibility and preparedness, collects documents, and assembles the information necessary for the Tax Preparer to complete the tax return in an efficient manner. The Client Liaison plays a critical role in ensuring that clients have a quality experience. Volunteers will participate in a required 2-hour training.

A Translator: 34% of Community Tax Center clients speak only Spanish!  We are in great need of bilingual volunteers to help clients and our volunteer tax preparers communicate effectively.  The translators help ensure that the taxpayers understand their tax return and their tax obligations. Volunteers will participate in a required 2-hour training.

CTC volunteer helping clientTime Commitment

The Community Tax Centers are open mid-January to April 15th. Volunteers choose between two levels of commitment during tax season:

Condensed Tax Season: Volunteers can commit to volunteering 30 hours between January 15th and February 23rd (~5 hours/week). During this time our tax centers are the busiest and we need as many volunteers as possible.

Full Tax Season:  Volunteers can commit to volunteering a minimum of 40 hours throughout the full tax season, January 15th – April 15th (~3 hrs/week).

You can make a difference2013-2014 Training Descriptions

 Accelerated New Volunteer Training (8 Hours Total)

New Volunteers that thrive in fast paced environments and are comfortable and confident with laptops and  PC ’s  may attend this training.   Some prior experience with tax preparation (even your own) or completion of tax  courses is highly recommended.   This 8 hour session will cover the basics of tax law and the TaxWise software we  use at the Community Tax Centers at a much faster pace.  At the end of the 8 hours, you will be familiar with the 1040 tax form, know how to determine filing status and dependents, and understand income, tax deductions, and tax credits.

New Volunteer Training (12 Hours Total)

New volunteers will attend 12 hours of training.   Three 4-hour sessions cover the basics of tax law and the TaxWise software we use at the Community Tax Centers.  At the end of the 12 hours, you will be familiar with the 1040 tax form, know  how  to  determine  filing  status  and  dependents,  and  understand  income,  tax  deductions,  and  tax  credits. Volunteers must commit to attending training on Monday, Tuesday and Wednesday consecutively – please see schedule for dates. 

Returning Volunteer Refresher and Advanced Training

Due to changes in the IRS certification process only volunteers who have certified to the Intermediate level or higher in the previous filing season may attend this course. This 4 hour course will be a refresher to the TaxWise software and tax knowledge.  We will review the most common errors and introduce any new tax law.  Volunteers will be trained on all advanced topics. If you are interested in volunteering again but do not wish to certify to the advanced level please attend one of the new volunteer training sessions.

Testing Support Session

We will provide open lab time for any volunteer that would like to come to our computer lab to take the test.  We will not be able to give you the answers to the test, but we will help guide you to a passing score.  Please make sure you sign up and reserve a space.

Skyline Training Room is located at Banister and Ben White.

Community Financial Center is located near Westgate and Stassney.

Specific directions will be sent prior to the training you are scheduled to attend.

**Please note that you must register in advance for ALL Community Tax Centers trainings.**

Space is limited - reserve your spot today.

If you have questions about signing up for training please contact:

Jackie Blair, Director of Volunteer Programs

Lauren Wilkins, Volunteer Support Specialist

Jackie.blair@foundcom.org

Lauren.Wilkins@foundcom.org

512-610-7377

512-610-7375

University students bring in millions

Professor Brian Lendecky and the McCombs school of Business provide amazing support in a partnership between Foundation Communities and The University of Texas

Learn how UT accounting students help bring millions in refunds to working tax payers each year.