Every Hour that You Volunteer Brings $400 in Federal Refunds Back to a Low Income Taxpayer!
New Volunteers
Available Volunteer Positions:
Frequently Asked Questions:
Tax Preparer
- Pass IRS online tax law course achieving an Intermediate Certification
- Pass IRS tax software training (Taxwise)
- Prepare basic 1040 tax returns and related schedules
- Answer tax related questions
- Prepare a correct and accurate return based on information provided by taxpayer
- Ensure no compensation of any kind is accepted for the volunteer services provided
- Maintain confidentiality of taxpayer information
- Provide a copy of the completed return to the taxpayer
Qualifications:
- Complete the IRS Link and Learn online tax law course and become certified at the Intermediate or Advanced Level
- Complete IRS Taxwise software training
- Commit to volunteering a minimum of 20 hours during tax season
- Be a United States Citizen or in the United States legally
Required Training:
- Free IRS Link and Learn Tax Law Course
- Orientation for NEW Volunteers
- Taxwise (IRS software) training
Greeter
- Greet taxpayers to create a safe, welcoming atmosphere
- Provide taxpayers with intake and survey forms to complete
- Insure taxpayers have necessary documentation (e.g. W-2)
- Answer non-tax related questions
- Monitor and facilitate site traffic to enhance efficient services to all taxpayers
Qualifications:
- Greeters must be both personable and organized. We place great emphasis on quality customer service and greeters are our “first line” team members
- Commit to volunteering a minimum of 20 hours during tax season
- Be a United States Citizen or in the United States legally
Required Training
- Orientation for NEW Volunteers
- Greeter training
Asset Educator
- Promote opportunities that will help low income families become financially stable, such as: US Series I Savings bonds, free financial education workshops, public benefits screening (i.e. food stamps and health care), matched savings accounts for education and home ownership
- Help taxpayers search AZ Self Help site, complete Free Federal Scholarship Assistance (FAFSA) applications and register to vote
Qualifications:
- Asset Educators must be have a desire to help people learn how to use their tax returns to meet both current and future needs
- Be working toward or have successfully completed a degree in social work or related field
- Commit to volunteering a minimum of 20 hours during tax season
- Be a United States Citizen or in the United States legally
Required Training
- Orientation for NEW volunteers
- Asset Educator Training
Spanish Translator
- Provide free interpreter services at a VITA site
- Be friendly, dependable and flexible
- Translators need only be able to carry on a conversation with taxpayers. A list of tax terms in English and Spanish will be available to you. Translators will be given their English/Spanish reference materials at Orientation
Required Training
- Orientation for NEW volunteers
- Translator Training
When will I volunteer?
During orientation, you will be asked to sign up for the dates you would like to volunteer.
Where will I volunteer?
Tempe Schools Credit Union
2800 South Mill Avenue
Tempe, AZ 85282
View Map
What are the Hours of Operation?
Check back for 2014 dates
Where are other volunteer sites outside of Tempe?
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