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 in-person or virtually
    Sat, November 10, 9:30 – 10:30 AM in Cincinnati, OH | RSVP
    Wed, November 14, 6:30 – 7:30 PM in Fairfield, OH | RSVP
    Wed, December 19, 10 AM – 1 PM in Covington| RSVP (Info session + tax training)
    Thu, December 20, 6 – 9 PM in Covington| RSVP (Info session + tax training)
  • 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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  • New Volunteers:
    Sat. Dec. 1, 8:30 AM – 4 PM in Newport, KY | RSVP
    Sat. Dec. 1, 8:30 AM – 4 PM in Cincinnati, OH | RSVP
    Sat. Dec. 8, 8:30 AM – 4 PM in Fairfield, OH | RSVP
    Sat. Dec. 15, 8:30 AM – 4 PM in Cincinnati, OH | RSVP
    Special Topics: Sat. Jan. 12, 8:30 AM – 12:00 PM in Cincinnati, OH | RSVP
  • Returning Volunteers:
    Sat. Dec. 15, 8:30 AM – 12:00 PM in Cincinnati, OH | RSVP
    Sat. Jan. 5, 8:30 AM – 12:00 PM in Cincinnati, OH | RSVP
  • Self Study Courses:
    Volunteer Standards of Conduct (File download)
    Intake/Interview Training (File download)
    There are multiple paths for tax training including: Basic, Advanced, or HSA (Optional)

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 Volunteer Standards of Conduct test
  • Complete the Intake/Interview test
  • Complete at least 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) Sign up for volunteer shifts | 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.