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Tax Preparation Volunteer

A Benjamin Rose employee passing documents to a woman in a car

Learn and serve - Learn how to prepare simple tax returns for individuals and familes!

Tax season can feel stressful and filing taxes can feel overwhelming for many people in our community. While some are able to turn to paid tax preparers, there is a need for high quality services at no cost for our middle to low-income communities. 

With no previous experience required, you can help Benjamin Rose in preparing free personal income taxes. In this position, volunteers help to file free and accessible tax returns for middle to low-income participants at one of our free tax clinics between February and April as a part of our Volunteer Income Tax Assistance Program (VITA). 

You can help by volunteering to be a tax preparer or a tax site greeter. 

Tax Preparer- Tax Preparer Volunteers help to review taxpayer information, enter information into the electronic filing software, and provide high-quality tax preparation within their certification level and the scope of the program. You will be required to attend one of the free, two-part trainings and become officially IRS certified to prepare taxes for our VITA program.

Tax Site Greeter- Greeters help to welcome taxpayers to our tax clinics and help to review client’s documents to ensure they have brought the correct documentation with them, outline the process for clients and make copies of needed documents for tax preparers. 

We have multiple tax clinic locations with weekday and weekend availability. Many of the IRS trainings are offered virtually. You must be 18 or older to volunteer.

 

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