Volunteer Opportunity

Volunteer Tax Preparers Needed - FREE Training Provided!

On-site, Volunteer must be in or near Richmond, VA
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  • Details

    Start Date:
    November 13, 2024, 8:00 AM EST
    End Date:
    February 14, 2025, 8:00 PM EST
    Schedule:Weekdays
    Time Commitment:A few hours per week
    Recurrence:Recurring
    Areas of Focus:Economic Development, Family, Financial Literacy & Personal Finance, Poverty, Volunteering
    Benefits:
    Training Provided

    Description

    Volunteer Tax Preparers Needed - FREE Training Provided!

    VOLUNTEER TAX PREPARES ARE NEEDED! United Way of Greater Richmond and Petersburg’s Volunteer Income Tax Assistance (VITA) program offers free tax preparation for families and individuals with income less than $67,000 or less. Our work ensures that tax returns are accurate, and everyone receives their full refund and avoids unclaimed tax credits and fees for tax preparation services. We provided free tax assistance to Virginia residents by in-person appointment, virtual, and drop-off methods.

    No prior experience necessary! We provide free training and a self-certification option to become an IRS-certified tax preparer. To secure your safety, we will provide all necessary COVID-19 provisions for you to make a great contribution to your community! VITA offers Continuing Education credits for volunteer tax preparers that are licensed CPA’s, attorneys, and enrolled agents.

    We have multiple volunteer roles available virtually and at our 13 tax sites throughout the Richmond Metropolitan area, which you can volunteer at a location that is convenient for you! We need a volunteer commitment of at least one shift per week, to ensure a successful and efficient tax season!

    Visit our website at http://www.yourunitedway.org/volunteer/vita or contact tax@yourunitedway.org for more information!

    VOLUNTEER TAX PREPARES ARE NEEDED! United Way of Greater Richmond and Petersburg’s Volunteer Income Tax Assistance (VITA) program offers free tax preparation for families and individuals with income less than $67,000 or less. Our work ensures that tax returns are accurate, and everyone receives their full refund and avoids unclaimed tax credits and fees for tax preparation services. We provided free tax assistance to Virginia residents by in-person appointment, virtual, and drop-off methods.

    No prior experience necessary! We provide free training and a self-certification option to become an IRS-certified tax preparer. To secure your safety, we will provide all necessary COVID-19 provisions for you to make a great contribution to your community! VITA offers Continuing Education credits for volunteer tax preparers that are licensed CPA’s, attorneys, and enrolled agents.

    We have multiple volunteer roles available virtually and at our 13 tax sites…

    Location

    On-site

    United Way of Greater Richmond & Petersburg

    Richmond, VA, United States

    How to Apply

    1. COMPLETE THE VOLUNTEER INTEREST FORM

    Find it online at www.yourunitedway.org/volunteer/vita/

    1. ATTEND A VOLUNTEER MEET/GREET INFORMATION (ORIENTATION) SESSION

    Register online at https://www.yourunitedway.org/volunteer/vita/

    Dates available in the fall. Don’t worry; it’s not mandatory!

    1. CHOOSE A VOLUNTEER ROLE

    VITA sites need greeters/screeners, set up crews, tax preparers, and Spanish interpreters. See volunteer role descriptions at https://www.yourunitedway.org/volunteer/vita/

    1. SIGN UP FOR A TRAINING CLASS

    Training is provided by IRS-certified tax instructors along with IRS training materials. We will send you training

    class information, once you complete your volunteer interest form and confirm your volunteer commitment for the tax season. If you would like to self-certify, please email tax@yourunitedway.org

    1. PASS CERTIFICATION TESTS

    Go to www.linklearncertification.com, the VITA/TCE Certification Test Site. Create an account and take all necessary tests for your desired volunteer role(s). All tests are open book.

    1. TURN IN SIGNED FORM 13615 VOLUNTEER AGREEMENT & GOV’T PHOTO ID

    Sign and save Form 13615 from your Link and Learn Account at www.linklearncertification

    Email the signed form and gov’t photo id to tax@yourunitedway.org

    1. SIGN UP FOR VOLUNTEER SHIFTS!

    Sign in at https://www.yourunitedway.org/volunteer/vita/

    We need a volunteer commitment of at least 1 shift per week, to ensure a successful and efficient tax season!

    1. COMPLETE THE VOLUNTEER INTEREST FORM

    Find it online at www.yourunitedway.org/volunteer/vita/

    1. ATTEND A VOLUNTEER MEET/GREET INFORMATION (ORIENTATION) SESSION

    Register online at…

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