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 $74,000.
VITA volunteers help complete and file tax returns for those who can’t afford professional tax preparation services. In 2019, 109 volunteers contributed 5,086 hours to the VITA program. They prepared 2,239 federal tax returns. This helped VITA clients claim $3.8 million in federal and state tax refunds.
- A greeter only needs to register, fill out some forms, pass a ten-question ethics quiz, and attend a one-hour training session. This role would be responsible for welcoming clients and making sure they have all necessary materials, providing their intake forms, organizing the clients with the prepares, and calling the next day’s appointments to remind them.
- A tax preparer needs to register, fill out some forms, pass a ten-question ethics quiz, attend a class that prepares the volunteer for the IRS Tax Preparer Certification, and pass the certification exam. This role would be responsible for preparing the taxes on behalf of the client. Once completed, the taxes will be reviewed by the site coordinator/quality reviewer.
- An intake specialist only needs to register, fill out some forms, pass a ten-question ethics quiz, and attend a training session. This role would be responsible for welcoming clients who are dropping off their taxes. They will make sure that not only do they complete the intake form completely, but all materials have been provided by the client.
During the tax season, greeters, intake specialists, and the tax preparers can select volunteering time slots of three hours per week for the ten-week tax season. Time slots are available during the day, in the evening and on Saturday.
Due to the COVID-19 pandemic, VITA will be making sure to follow guidelines to keep volunteers and clients safe. We are still accepting volunteers who are interested in joining us for the 2021 season. Please fill out the form at the bottom of the page to get started!