Volunteer Opportunities

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Help families in Southwest Ohio, Northern Kentucky and Southeast Indiana file their taxes, claim credits, and get the refunds they’ve earned.
We offer:

No previous experience is necessary.  We ask volunteers to commit to a minimum of 12 hours during tax season, January 23- April 15.

Here’s How:

Step 1: Sign Up

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Step 2: Train

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  1. Please visit our online Volunteer Training Guide,  which walks you through each step.  The print version is available here. 
  2. Attend Classroom training- sign up using our Volunteer Training Calendar. Note: Last training date is 1/28/17
  3. Or train online using our Online training resources .

Step 3: Certify

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  • Volunteer certifications required are:
    • Volunteer standards of conduct
    • Intake and quality review
    • Advanced or basic tax preparer
  • Details on the test taking process are in step 3 of our Volunteer Training Guide
  • All certifications are documented after completing tests at the link and learn testing site
  • Let us know! Please email us to let us know you have completed your certification. (Name, phone, certification test completed (basic, advanced, military, health savings accounts)
  • Last day to certify is February 4, 2017.

Step 4: Schedule

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  • Tax Volunteer Center allows you to schedule yourself for training and shows your current schedule.
  • We will periodically email you the locations needing volunteers.
  • On tax day: Please arrive 20 minutes prior to the start of the tax session. Bring
    • Photo ID,
    • Your workbooks, and handouts and reference materials
    • Form 13615 (volunteer agreement)
    • Intake and Quality Review completion page.
  • Bad weather: If heavy snowstorms are expected, dial 2-1-1 to find out if your tax site will be open.  Sites close in Level 2 and 3 emergencies.
  • If you are scheduled and must cancel, please contact the site coordinator.

Advanced Resources and Links

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sidearrow  Online  Volunteer Training Guide here.

sidearrow  Want to help us spread the word? Print and share our  flyer.