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 for the Community Tax Centers for the 2015 tax season!  Our goal is to help 20,000 low-income families and individuals file their taxes this year through volunteer support. We’re currently looking for more than 600 volunteer tax preparers, client liaisons and Spanish-English translators for the 2015 tax season. This is a unique opportunity to work one-on-one with people in your community who need this assistance. We hope you’ll be a part of this rewarding opportunity!

To register as a volunteer for the 2015 tax season, please fill out the Volunteer Application!

Want to learn more about volunteering for the Community Tax Centers?

Join us for our upcoming Cupcake Social!

Monday, January 12, 2015 from 5:00 to 8:00 p.m.
Community Financial Center
2600 West Stassney Ln.
RSVP here for the Cupcake Social

2015 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 online 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 online 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 13th 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 13th – April 15th (~3 hrs/week).

You can make a difference2014-2015 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.

Date

Day

Class Type

Time

Location

1/3/2015 Saturday Accelerated New Volunteer Training 9:00-5:30 Skyline Training Room FULL
1/6 & 1/7/2015 Tuesday & Wednesday Accelerated New Volunteer Training 5:30-9:30 Skyline Training Room

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.

Date

Day

Class Type

Time

Location

1/5, 1/6 & 1/7/2015

Mon, Tue & Wed

New Volunteer Training

9:00-1:00

Skyline Training Room

Returning Volunteer Advanced Training (4 Hours Total)

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.

Date

Day

Class Type

Time

Location

1/13/2015 Tuesday Returning Refresher and Advanced Training 5:30-9:30 Skyline Training Room

W7 Applications for ITIN (online training) Training will be released in December

Learn the proper way to fill out a W7 application so clients can obtain an Individual Taxpayer Identification Number (ITIN).  Our clients are depending on us to complete the form correctly!  We strongly encourage everyone to take this training, including returning volunteers.

Training for Client Liaisons and Translators (online training) Training will be released in December

Client Liaisons and translators set the tone for a client’s experience at a Community Tax Center and are critical to helping the tax preparation process run smoothly.  Attend this training to learn how to do these important jobs and what’s new for the tax season.  This training is for new and returning client liaisons and translators. We also encourage new tax preparation volunteers to attend this training as all well.

Testing 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.

Date

Day

Class Type

Time

Location

12/16/2014

Tuesday

Testing Session

5:00-9:00

Skyline Training Room

1/8/2015 Thursday Testing Session 5:00-9:00 Skyline Training Room

Skyline Training Room is located at Banister and Ben White (1212 W Ben White Blvd.)

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

**Please note that you must register in advance training.**

Space is limited - reserve your spot today.

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

Jackie Blair, Director of Volunteer Programs

Toi Johnson, Community Engagement  Support Specialist

Jackie.blair@foundcom.org

toi.johnson @foundcom.org

512-610-7377

512-610-7375