Volunteers needed for 2020 tax filing season

Kent State VITA is recruiting volunteers to provide free income tax assistance to qualifying individuals, including students, employees and community members on the Kent Campus for the 2020 tax filing season. No experience is necessary and training is provided at no cost.  

The level of training and testing depends upon the role you choose. All positions require completion of a volunteer code of conduct training and test but not all positions require certification as a tax preparer.

 

Volunteer Roles

 

  • Tax Preparation: Prepare tax returns for clients on the Kent Campus. Tax preparers receive IRS certification training at no cost. To prepare taxes, IRS Certification is required. You must pass a certification test at any level you prefer Basic and Advance which are two separate standalone courses. The IRS will continue to offer optional certification paths for Military, International, and Health Savings Accounts.    

  • Greeters/Office Assistants: Greet taxpayers, verify appointments, maintain walk-in sheets, direct the flow, assist taxpayers in organizing required paperwork and making needed copies. Certification of the volunteer standard of conduct (VSC) is required.

  • Intake Assessors and Quality Reviewers: Tax Law Certification is required for Intake Assessors who will assist clients with completion of the Intake and Interview form and verify that they have all the required documentation in order to determine filing status and have return prepared. Tax Law Certification is required for Quality Reviewers who will review the return for possible mistakes or omissions utilizing a quality control form.

  • Site Coordinator: Should have minimum of one to three years’ income tax preparation experience. They are responsible for management of a community-based computerized tax preparation site operated by Community Action Akron Summit. This position provides support and guidance to volunteers who prepare electronic tax returns for low and moderate-income taxpayers. Site Coordinators will receive required IRS certification training at no cost.

 

Training Methods

  • Classroom (5-12 hours) and/or
  • www.irs.gov under keyword Link and Learn (web-based training) or use the link below. (This allows you to study at your convenience) 

Training material for either of the above options are available upon request.

Software training  will be available in January 2020.  (TaxSlayer software is used and the training is a 3 to 4-hour training course with option available for longer training time if necessary).

Certification is required no later than Jan. 21, 2020. 

 

Kent State-VITA is a collaboration with the Akron EITC program. 

Contact:  Gloria McGhee at 330-572-8277   Email gmcghee@ca-akron.org.

Review the four links below for more information on the VITA program: