VITA

Volunteer Income Tax Assistance

Volunteer Income Tax Assistance (VITA) is a national IRS sponsored program that provides free preparation of federal and state tax returns for households with income less than $53,000. As a VITA volunteer, you will help complete and file tax returns for those who can’t afford professional tax preparation services.

In 2017, 65 volunteers contributed 2,900 hours to the VITA program. They prepared 1,902 federal tax returns and 1,727 state returns. This saved VITA clients $335,000 in tax preparation fees and helped them claim $3.35 million in federal and state tax refunds.

If your company or service group is interested in leading and adopting a site, or you are interested in volunteering during the VITA season, please contact Cliff Ehlinger by emailing Cliff.Ehlinger@uweci.org or calling 319-398-5372 ext. 812.

At this time, all 2017-2018 VITA volunteer positions are filled.

Certified Tax Preparers

  • No previous tax experience necessary
  • Participate in free IRS tax training and complete basic or advanced level certification
  • Meet face to face with taxpayer to gather information and review documentation
  • Prepare tax returns in a collaborative team environment

Greeters

  • Participate in a one-hour training in December
  • Welcome taxpayers and oversee sign in process
  • Complete checklist with taxpayer to confirm proper documentation
  • Call next day clients to confirm their appointments

Intake Specialists

  • Participate in a two-hour training session
  • Review taxpayer documentation
  • Complete tax preparation process by securing signatures

Benefits of Volunteering

  • Professional tax and software training
  • Flexible volunteer hours—daytime, evenings, or weekends
  • Help families keep their hard-earned money through tax credits
  • Gain valuable and marketable skills
  • Great opportunity to meet people dedicated to helping others