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.

We offer:

  • Weekday, weeknight and weekend hours at sites throughout the region.
  • Comprehensive training – in person or online.
  • 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 31- April 18.

sidearrow  Online  Volunteer Training Guide here.

Here’s How:

Step 1: Sign Up


Step 2: Train


  • Begin by studying Lessons 1-4 in Link & Learn, the IRS’ online training program.   Our online Volunteer Training Guide walks you through each step.
  • Sign up for classroom training or continue working through the Volunteer Training Guide to complete training online.
    • Classroom Training is recommended for 1st and 2nd year volunteers. Register here:
      • South | Sat. Dec 12, 9-3,  Center for Great Neighborhoods, Covington, KY
      • South | Tu/Th Jan 5 / 7, 5:00 – 8:30 PM at Brighton Center, Shelby Street Office,  Florence, KY
      • Central | Sat. Janu 9, 2016, 9:00-3:00 Elder High School Schaeper Center,  Cincinnati OH
      • East | Tu/Th Jan 12/ 14, 2016 5:00-8:30   Child Focus, Mt. Carmel, OH
      • Central | Fri Jan 15, 2015 9:00-3:00  Urban League, Cincinnati, OH
      • North | Sat Jan 16, 9:00-3:00 PM at OhioMeansJobs-Butler County,  Fairfield, OH
      • Corporate training sessions are offered for Adopt A Site corporate sponsors though project partner EY.  Contact us for details.
    • Returning Volunteers (Recommended for volunteers with prior experience with TaxWise software and tax preparation)
      • Tu 12/15/15, 5:30 – 8:00 at United Way of Greater Cincinnati, Cincinnati, OH

Step 3: Certify


  • 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


  • Volunteer Information 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


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