Volunteering at Tax Site
An hour of volunteer time can put $1000 in the pockets of a family with low income.
What is Tax Site? We are a nonprofit program offering free tax preparation to anyone earning up to $57,000 annually. We believe that poverty should never be a barrier to accessing tax refunds, credits, and quality tax consultations. Our program not only helps people access the refunds to which they are entitled, but also enables many to access credits designed to lift them out of poverty such as the Earned Income Tax Credit and the Child Tax Credit.
Volunteers make all of this possible.
As part of a national network of Volunteer Income Tax Assistance (VITA) programs, we work closely with the IRS to follow regulations, insure accuracy, and train our volunteers to become IRS certified.
“I love the feeling I get when I can help the clients begin to achieve some of their goals and realize some of their dreams.” – Longtime Tax Site Volunteer
Choose the position that works best for you:
Greeter: Don’t love numbers? There is so much work for you! We’ll ask you to greet participants, schedule appointments, organize documents, and help everyone stay safe from COVID-19. (Note that everyone in this role must work in-person.)
Screener: Not ready to prepare taxes, but interested in working with tax documents? Enjoy talking with people? You can volunteer from home or in-person to screen taxpayers in 30-minute appointments. We’ll teach you the basics of tax documents – what information matters, what doesn’t – and how to communicate everything to a Tax Preparer.
Tax Preparer: Have experience filing taxes? Or willing to learn? Tax Preparers work closely with clients (from home or in-person) to understand their situation, offer tax knowledge, and prepare taxes.
You can choose to volunteer in-person or from home. We recognize that many of our clients experience the digital-divide, and therefore lack access to our virtual filing option. In an effort to limit barriers to filing, we offer three options to our clients: virtual, hybrid, and in-person. Safety is our priority.
Greeters must work in-person.
Screeners volunteering in-person will conduct 15-30 minute scheduled meetings with clients through a clear barrier adhering to safety procedures. Virtual screeners will conduct similar meetings from home either from personal phone (using number block system) or using a computer program.
Tax Preparers can either work from home or collaborate with other tax preparers in-person at “collaboration clinics” adhering to our safety procedures. Preparers will not interact face-to-face with taxpayers.
Commitment. Please commit to volunteering regularly for the tax season (late January – April 15). See our training schedule.
Submit an application. We’ll set-up a time for you to talk with a staff member to see if this is a good fit.
Why do you volunteer? A few responses from 2020 volunteers:
“Because I love my fellow volunteers.”
"It allows me to give back to the community in a meaningful way.”
“I learned much more than I would have learned if I read a book about tax returns. Integration of theory and practice was achieved perfectly.”