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Thank you for your interest in volunteering! We have multiple volunteer positions you may look through. Here's a checklist of what you will need:
Front Desk | Intake Interviewer | Tax Preparer | Quality Reviewer |
---|---|---|---|
Your duty is to answer phone calls and schedule appointments | Your goal is to assist in the intake process, including preparation of intake forms | There are two types of tax preparers: basic preparer (W-2 filing, single or joint) and advanced preparer (1099 filing, more difficult returns) | Reviewing returns and ensuring all quality requirements are met |
COVID-19 Vaccinations (Accommodations for religious and medical exemptions). Weekly negative COVID tests for non-vaccinated volunteers. | COVID-19 Vaccinations (Accommodations for religious and medical exemptions). Weekly negative COVID tests for non-vaccinated volunteers. | COVID-19 Vaccinations (Accommodations for religious and medical exemptions). Weekly negative COVID tests for non-vaccinated volunteers. | COVID-19 Vaccinations (Accommodations for religious and medical exemptions). Weekly negative COVID tests for non-vaccinated volunteers. |
Ages 18+ | Ages 18+ | ||
Basic OR Advanced Test | Advanced Test | ||
Completion of Intake/Interview & Quality Review | Completion of Intake/Interview & Quality Review | Completion of Intake/Interview & Quality Review | Completion of Intake/Interview & Quality Review |
Completion of Volunteer Standards of Conduct | Completion of Volunteer Standards of Conduct | Completion of Volunteer Standards of Conduct | Completion of Volunteer Standards of Conduct |
Valid ID | Valid ID | Valid ID | Valid ID |
We highly recommend looking through our resources and training guides to prepare you for your volunteer role:
Ready to move forward? Prepare yourself for the test by using the practice lab! Use the generic password "TRAINPROWEB" to log in. When you are ready, take the test!
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