Help Us...Help Us
Volunteer In Your Community
The Volunteer Income Tax Assistance (VITA) & Tax Counseling for the Elderly (TCE) Programs.are IRS-sponsored programs that provide free tax filing assistance for federal tax payers who meet filing requirements.
As a volunteer you will receive training to become certified to work with one of our community partners.
Volunteers assisting with the VITA/TCE Programs come from all walks of life: working professionals, retirees, college and high school students, IRS employees, and people who just want to help in their communities. Start your journey by sending us your basic information, and we will contact you to get you started.
Our peak period for recruiting volunteers is October through January. You can sign up during other months, but your information will be held until our partners are accepting volunteers for the next filing season. If you signed up within the last two months, it is not necessary to sign up again unless your contact information has changed
What Will I Need to Volunteer?
Path to Certification
How can you make a difference?
Simple. Learn to prepare taxes and make a difference in your community at the same time
Volunteer to help your community by preparing taxes free of charge with the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) Programs.
You will receive training to provide free tax help for low-to-moderate income families who need assistance preparing their tax returns. As a volunteer, you will join the thousands of others who each year prepare millions of tax returns at thousands of tax sites nationwide.
Training is offered both online and in the classroom. Tax sites are generally open nights and weekends, and the hours are flexible.
What training will I need?
· Volunteer Standards of Conduct–All Volunteers
· Quality Review & Intake Interviewer
· Site Coordinator
· Basic and or Advance
Tax Law
Use The TaxSlayer Practice Lab:
https://vita.taxslayerpro.com/IRSTraining
Password:TRAINPROWEB Volunteer training
Volunteer resources
Volunteer Greeter/Screener
- Greets everyone visiting the site to create a pleasant atmosphere
- Screens taxpayers for scope of service needed
- Ensures the taxpayers have all their required documents
- May schedule or confirm appointments
Tax law certifications no trequired for this position.
IRS Certified Preparer
- Interviews taxpayers
- Prepares returns within the scope of their training
- Advises taxpayers they are ultimately responsible for the information on the return
Tax law certification to the Basic or Advanced level is required for this position, based o partner/site needs.
Ceritified Site Coordinator
- Primary resource for all site operations
- Must have excellent organizational skills and be a team leader
Tax law certification is not always required for this position but is very useful.
Quality /Intake Reviewer
- Reviews tax returns to ensure they are correct and complete
- Offers training advice to the site coordinator or training coordinator
- Prints the completed return copy for the taxpayer
- May finish the close-out process with the taxpayer
You must be tax-law certified at a level equal to or highert han the level of return you are reviewing.
Link & Learn Tax Prep
Link & Learn What You Need to Know
@VITA/TCE Central you can register and login into the test. VITA/TCE Central lets you find certification tests, training and testing PDFs, evaluations, Practice Lab, your most frequently used tools and more-all on one page!
There you will be able to use the Quick links features to access the latest training and testing materials Quick Links will include a file for all the certification tests and VITA/TCE training guides (including the optional specialty courses) in Adobe Acrobat PDF file format. In addition, you can access the
- Volunteer Standards of Conduct Agreement(VSOC)
- VITA/TCE 2024 Training Guide
- VITA/TCE Intake/Interview and Quality Review Training,
- Certification Test/ReTest