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Volunteer Income Tax Assistance

United Way of Snohomish County: Free Tax Preparation Volunteers

VOLUNTEER FOR FREE TAX PREP 2019

In its 13th year, United Way's Free Tax Preparation program (a.k.a. Volunteer Income Tax Assistance, or VITA) offers FREE tax help to people who make $55,000 or less.

Free tax preparation continues to be the nation’s leading anti-poverty tool, and helps families access the supplemental income necessary to provide basic needs for their children. Our program focuses on making sure families access the Earned Income Tax Credit (EITC), Child Tax Credit, and other credits important to young children and their families struggling with low income. 

Since its inception, our Free Tax Program has helped save local families more than $3 million in filing fees and costs, as well as securing $42 million in refunds and valuable tax credits for tens of thousands of families.

Sign up to volunteer today!

Sign up to volunteer for free tax preparation
 

HOW DOES IT WORK?

IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified families and individuals. We provide all the training you will need and have many volunteer opportunities available! This year, we will offer three tax prep options:

  1. Families and individuals (option 1):
    Drop off tax information, sign forms, and pick up completed taxes one week later. No appointment necessary. Expect 20-30 mins total for the drop-off/pick-up process.
     
  2. Families and individuals (option 2):
    Walk into a tax site and inquire about open time slots for in-person filing. First come, first served basis with no guarantee of availability. Wait times will vary.
     
  3. Families only:
    Make an online appointment (opening on November 1st!) on a first come, first served basis. Appointments are for in-person filing only. Expect up to 1 hour to complete taxes on-site.
     

I WANT TO VOLUNTEER! HOW CAN I HELP?

What are the ways I can volunteer?

We have many volunteer opportunities this year and need at least 100 volunteers! Open volunteer positions are below:
 

  • Tax Site Administrator
    This particular role is the face of the tax site! See full job description.

    Recommended 1 year of experience in free tax preparation program or work-related/CPA background. Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

    Sign up on Get Connected.
     

  • In-person Quality Reviewer
    Review prepared returns for accuracy, stationed at the client-facing tax site locations. See full job description.

    Recommended 1 year of experience in free tax preparation program or work-related/CPA background. Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

    Sign up on Get Connected.
     

  • Non-Client-Facing Quality Reviewer
    Review prepared returns for accuracy, stationed at the Tax Preparation Center. This role does not interact with clients. See full job description.

    Recommended 1 year of experience in free tax preparation program or work-related/CPA background. Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

  • Sign up on Get Connected.
     
  • Drop-off Coordinator
    Conduct the "drop-off model" of tax preparation -- interview clients and get their tax documents in order, copy, and send off-site for preparation. Coordinate pick-ups for completed tax documents. See full job description.

    Recommended 1 year of experience in free tax preparation program or work-related/CPA background. Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

    Sign up on Get Connected.
     

  • In-person Tax Preparer
    Work with clients and prepare tax returns with oversight and support of volunteer Quality Reviewers and Site Managers. See full job description.

    No experience necessary! Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

    Sign up on Get Connected.
     

  • Non-Client-Facing Tax Preparer
    Prepare tax returns at an off-site Preparation Center for those who have dropped off their documents at a tax site. This role does not interact with clients. See full job description.

    No experience necessary! Will be required to pass the Advanced IRS test (open book exam at the training provided by United Way).

    Sign up on Get Connected.

More information

For more information on any of the above positions, contact Brooke Bloomquist at brooke.bloomquist@uwsc.org.
 

What is the time commitment?

We require all volunteers to attend 8-10 hours of training in December and January, and commit to one shift per week for 13 weeks between January and April 2019.

All volunteers must also pass the Advanced IRS certification exam prior to volunteering. The test typically takes new volunteers between 1.5-3 hours to complete, but not to worry! We will provide ample training prior to the test. It is open book, and untimed. There are multiple opportunities for in-person support while taking the test, too!
 

Can I choose which site I volunteer at?

Yes! Visit getconnected.uwsc.org. You can sign up to volunteer at any of our tax site locations. Find the right position, location, and hours for you!

 

I don't have any tax prep experience. Can I still be a volunteer?

Absolutely! We provide 8-10 hours of in-depth training and require all volunteers (including Tax Counselors) to pass an IRS-certified tax preparation test. Don’t worry—we provide training and support to all volunteers to ensure they feel comfortable in their roles.
 

Can I get college credit as a tax prep volunteer?

Sometimes, yes. Want to find out if your school is participating? Email taxsite@uwsc.org and find out.