Volunteer

Help a family get the most this tax seasonBuild financial stability for families by helping them prepare and file their taxes at one of our free tax sites. Volunteers will receive training to meet one-on-one with families and file their return using tax software.


WHO CAN HELP

Individuals ages 18+ can help on their own, or groups can adopt a tax site and volunteer together. Not a tax expert? No problem! We provide training and on-going support. Great volunteers just need to be:

Volunteer nights or weekends at one of 30+ locations in Southwest Ohio, Northern Kentucky and Southeast Indiana. Continuing education credits available for Accountants, CPAs and CFAs. Volunteers can also help as site greeters or Spanish interpreters.


HOW TO START

1) Learn More | 1 hour

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  • Attend an Information Session virtually.
  • Wednesday, November 13, 6:30 – 7:30 PM in Fairfield, OH | RSVP
  • Wednesday, November 20, 5:30 – 6:30 PM in Cincinnati, OH | RSVP
  • Wednesday, December 4, 5:30-6:30 PM in Newport, KY | RSVP
  • Review our tentative tax site locations & schedule to make sure we have opportunities that fit when and where you’d like to volunteer.

2) Apply | 30 mins

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3) Training | 3-12 hours

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  • Part A: Recommended for New Volunteers (select one)
    Overview of tax code, new tax law updates, special topics, navigating IRS training publications 4012 & pub 17, IRS Link & Learn Certification overview, etc.

    • Sat. Dec. 7, 8:30 AM – 3 PM at United Way | RSVP
    • Sat. Jan. 11, 8:30 AM – 3 PM at United Way  | RSVP
  • Part B: Recommended for New and Returning Volunteers (select one)
    Break out sessions including: open forum tax law Q&A for all volunteers, refresher course for returning or experienced volunteers, Get certified on-site.

    • Sat. Dec. 14, 8:30 AM – 3 PM at United Way | RSVP
    • Sat. Jan. 18, 8:30 AM – 3 PM at United Way | RSVP
  • We recommend new volunteers attend one Part A session and one Part B session, and returning or experienced volunteers complete one Part B session. You may also complete all training and certification online.
  • Self Study Courses:

4) Test and Certify | 1-3 hours

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  • Log into the IRS the Training/Certification website. Each test is un-timed, can be saved and resumed later, and can be attempted twice.
  • Complete the Volunteer Standards of Conduct test.
  • Complete the Intake/Interview test.
  • Complete the Basic test, other levels are optional.
  • Print out volunteer agreement (form 13615) for site coordinator. You will need a form for each site you volunteer.

5) Start volunteering! | 12+ hours

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Resources and Links

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Review our Frequently Asked Questions, or contact us at freetax@uwgc.org for additional support as needed.