FreeTaxPrep-Volunteer

Overview

Help Families Keep Their Hard Earned Money And Help Them File Their Taxes For Free
No tax background required!

Each year, the United Way and hundreds of volunteers help families and individuals who earn less than $54,000 annually file their taxes for free. Last tax season, the Free Tax Prep program (formerly known as VITA) helped more than 8,000 families. With your help, we can grow that number. No prior experience required beyond the passion for wanting to help our community!

All positions require volunteers to complete at least one certification exam. Exams are completed online at https://www.linklearncertification.com. Each position description includes the certification exam/s required.

Training can be completed through fthrough self-directed instruction online. To complete training online you can find resources at https://apps.irs.gov/app/vita/ or FTB’s webinars, or Prosperity Now’s webinars. 

For more information, contact Debi Linderholm at (916) 856- 3978 or at debi.linderholm@uwccr.org. 

Please select the link below to Independent Study for online materials to complete certification.

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Want To Do Independent Study?

Training can be completed through a self-study program. A variety of materials are available to help you complete the training. These materials include:

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Tax Appointment Scheduler
Volunteer as a Tax Appointment Scheduler!

Volunteers screen inbound callers seeking tax assistance services, providing appointment scheduling and/or referrals to services including the Volunteer Income Tax Assistance program, AARP Tax Aid and My Free Taxes. Tax law certification/experience is not required for this position. Volunteers are provided training by 2-1-1 Sacramento covering the topics of call handling techniques, tax assistance programs/screening and use of call handling systems. Bilingual volunteers are encouraged to request this position.

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Survey Associate
Volunteer as a Survey Associate!

You conduct surveys and collect data from clients using methods such as interviews and online questionnaires. You assist clients with completing online surveys using hand-held tablets. Tax law certification is not required for this position. Training is available online or through face-to-face instruction to familiarize volunteers with the program. Please note all classes are scheduled for three hours. Bilingual volunteers are encouraged to request this position.

To volunteer as a Survey Associate, please contact Debi Linderholm at debi.linderholm@uwccr.org.