Volunteer Opportunities

Learn more about volunteer tax preparer roles and responsibilities.Help families in Southwest Ohio, Northern Kentucky and Southeast Indiana file their taxes, claim credits, and get the refunds they’ve earned.

While tax most volunteer activity occurs November-April, we recruit year round!  We offer:

  • Weekday, weeknight and weekend hours at sites throughout the region (January-April 2017.
  • Comprehensive training – in person or online. (From October 2016)
  • Teamwork and support.
  • Professional Continuing Education Credits, college internships, service learning opportunities.

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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  • Training is online with supplemental optional in-person classes.  There are three certification exams to pass.
  • Please visit our online Volunteer Training Guide,  which walks you through each step.
  • Classroom Training is finished for the 2016 tax season. No further classes are offered. However, you can use online videos to study.

Step 3: Certify

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  • Volunteer certifications required are:
    • Volunteer standards of conduct
    • Intake and quality review
    • Advanced or basic tax preparer
  • All certifications are documented after completing tests at the link and learn site.
  • Please print out Form 13615 from the certification site and bring with you when you volunteer.
  • Testing site
  • Certification tutorial (pdf)
  • 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)

Step 4: Schedule

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  • Tax Volunteer Center allows you to schedule yourself for training and shows your current schedule.
  • 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.
  • If you are scheduled and must cancel, please contact the site coordinator.

Step 5: Advanced Resources

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

sidearrow  Online  Volunteer Training Guide here.