Introduction 1

Background and History Started in 2005, serving 2000 clients Now serves over 10,000 clients each year Over 25 tax sites Free tax preparation benefits the community in many ways o Clients avoid exorbitant filing fees and refund anticipation checks o Refunds are spent in local economy o EITC lifts families and children out of poverty 2

What Makes a Successful Volunteer Ask questions Be on time Call the Volunteer Coordinator in advance if you cannot make it to your volunteer shift Be professional Have fun! 3

Volunteer Opportunities Greeter o Required ethics certification Tax Preparer o Required ethics and tax law certification o Multiple certification levels offered Translator/Greeter o Required ethics certification 211 Phone Operator/Appointment Setter Required in-person training at United Way Sign up to volunteer at o Click Volunteer Now to create a volunteer account o You will be required to present Photo ID at your volunteer site 4

Training Options IRS Power Point training Online training videos o In person training o ndex ndex Already familiar with tax law? Take the certification test now o o certification (13615) to 5