Tax Preparers

  • Prior tax experience is not necessary. We will train! Tax Preparer volunteers prepare and file taxes face-to-face with eligible taxpayers using IRS TaxSlayer software. Volunteers are encouraged to serve at any site (or combination of sites) as they wish.
  • Commitment: Volunteers are respectfully requested to volunteer at their selected tax site at least 4 hours per week, or for a total of 30 hours of service throughout the tax season.
  • Training: NEW  volunteers are required to take a TWO-part training. Part ONE is an online training that focuses on tax law and the correct usage of reference materials. This online training must be completed prior to attending the Part TWO classroom training. The classroom training (two full-day trainings that take place over a weekend) is focused on software training, tax return practice, and the IRS certification exam. Volunteers must pass the IRS Basic Tax Preparation certification exam in order to volunteer at a tax site. Please review the training requirements here.
  • Please click here to register as a Tax Preparer!

Financial Guides

  • Financial Guide volunteers provide a comprehensive tax site intake experience for taxpayers.  This includes screening for tax preparation readiness and eligibility, interpreting and advising client’s credit report, referring services, and encouraging clients to opt-in to tax-time savings options. Financial Guides are placed at a tax site at the discretion of the Coalition Asset Building Coordinator.
  • Commitment: Volunteers are respectfully requested to volunteer at their selected tax site at least 4 hours per week, or for a total of 30 hours of service throughout the tax season.
  • Training: Training consists of Part ONE online tutorial instruction and Part TWO 3-hour class instruction.  All volunteers are required to pass the IRS Standards of Conduct certification exam.
  • Please click here to register as a Financial Guide!

Tax Site Greeters

  • Tax Site Greeter volunteers are responsible for greeting all incoming tax payers, answering basic tax FAQs, providing taxpayers with the necessary paperwork, and assuring a smooth flow of taxpayers from initial sign-up to the financial check-up process and/or tax preparation stage. Volunteers are encouraged to serve at any site (or combination of sites) they wish.
  • Commitment: Volunteers are respectfully requested to volunteer at their selected tax site at least 4 hours per week, or for a total of 30 hours of service throughout the tax season.
  • Training: There are no formal training classes offered for this position, but all volunteers must pass the IRS Intake/Interview Screening and Standards of Conduct certification exams, on their own time, and attend a brief orientation provided by the site coordinator.
  • Please click here to register as a Tax Site Greeter!

For questions about volunteering, please see the Volunteer FAQs or contact Kimberly Sobrinho at 617-918-5360.