DO YOU LIKE HELPING OTHERS?

Welcome clients to the site.  Assists in copying and assembling the client papers, surveys, and volunteer time-sheets.   Records statistical and demographic information when needed.

Provide language interpretation services to customers who are not fluent in English. Assist with completing required paperwork and retaining necessary documentation for tax preparation. 

Keep things running smoothly at the tax site. Check people in, assess the needs, and make sure all identification and paperwork needed is present before seeing a tax preparer. 

Manage a tax site, correspond with partners, recruit and work with volunteers, ensure all IRS requirements are met for quality tax preparation services, and have fun. 

Get to know our clients, prepare tax returns using TaxSlayer, ensure accuracy while seeking the maximum refund and encourage them to meet with a savings specialist.

Take a second look at tax returns prepared by other volunteers at our tax sites. Make sure nothing was missed, answer final questions, print copies for client, and get signatures

Make tax time a money moment. Encourage clients to save some of their refund. Discuss split refunds, encourage the purchase of savings bonds, and open emergency savings cards to assist with future financial situ.

Listen, encourage, support, and help people create a plan and stick to it. You'll work one-on-on with people working to reach their financial goals and assist with group sessions

Guide tax clients through the process of receiving a free copy of their credit report and score. Celebrate their successes, and clarify the challenges on their report. Enable clients to recognize credit building as asset building.