Sign Up to be a Tax Site Volunteer

Thank you for your interest in United Way’s Free Tax Preparation
Program. Your service can literally mean thousands of dollars to a
hard-working, low-income family. 

Volunteers of all types are needed, from tax preparers, to greeters to translators. The schedule is flexible, however, the time commitment is
4-5 hours per week during tax season (mid-January to mid-April).

There are two orientation sessions where volunteers for all positions
can learn more. A job description for tax preparers is also included below.
If you are interested in learning more about volunteering, please answer
the following: 


Name:

Your address:

Please provide
full address

E-mail address:

Daytime phone
number:

Do you speak a
language other
than English?

Do you have
previous tax
preparation
experience (not
required)?


Orientation Details

Orientation is required, but can be scheduled to meet individual circumstances if you are unable to attend

Thursday, November 15
6 - 8 p.m.
United Way of Snohomish County
3120 McDougall Ave, Suite 200
Everett, WA  98201

or

Saturday, November 17
9 a.m. - 11 a.m.
United Way of Snohomish County
3120 McDougall Ave, Suite 200
Everett, WA 98201

Contact: 
Lark Kesterke, Program Coordinator, 425.374.5506 or lark.kesterke@uwsc.org

Free Tax Preparation Program - Volunteer Tax Preparer

Provide free basic tax return preparation for eligible taxpayers. To establish the greatest degree of public trust, volunteers have a responsibility to provide high quality service and uphold the highest of ethical standards.

Top

Tasks

  • Attend basic and/or refresher tax law training and certification as needed, including the use of electronic filing software. (Mandatory)
  • Successfully pass a test on required tax law knowledge once training is complete.
  • Provide high-quality assistance to all customers. Directly prepare customer’s return based on information provided by customer or answer tax related questions.
  • Interview customer to determine if all income, deductions and allowable credits are claimed.
  • Prepare only those tax returns for which training and certification were provided.
  • Prepare tax returns using electronic filing software.
  • Refer customers with complex returns to the IRS web site or help number, or to a tax practitioner or firm. However, volunteers should never refer customers to a specific practitioner or firm.
  • Identify all returns with the Site Identification Number assigned to your site.
  • Ensure no compensation of any kind is accepted for the volunteer services provided.
  • Maintain confidentiality of customer information.
  • Ensure on-site quality review is performed on completed returns prior to being returned to customer.
  • Ensure a copy of the completed return is provided to the customer.
  • Adhere to Title VI by not denying service to anyone based on race, color, sex, age, national origin or disability.
  • Attend monthly volunteer meetings
  • Help with outreach efforts to clients during slow times
  • Rotate as in as a site greeter/screener on occasion.

Top

Skills

  • Basic tax knowledge (Form 1040, Form 1040A and Form 1040EZ). Basic tax training and certification will be provided as needed.
  • Willingness to share time, skill, and interests –Volunteer a minimum of 4 hours per week from mid-January to April 15.
  • Basic computer skills for inputting tax return information.
  • Pride in performing tasks completely and accurately.
  • Deal with the public in a helpful and supportive manner, including interviewing skills. Interviewing skills training will be provided as needed.
  • Friendly, dependable and flexible

 

 



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