Tax Clinic

Description: The Tax Clinic provides free income tax preparation and filing to eligible taxpayers. Using drop-off and virtual services, the Tax Clinic also screens all clients for valuable tax credits such as the Earned Income Tax Credit.

Special Requirements:
o Must complete IRS Tax Law training and Tax Preparation System training (18+ hours both online & in person) at your own pace, before certification deadline

Duties

• Screening taxpayers for service eligibility;
• Completing intake process through interviewing clients prior to collecting information;
• Ensuring tax returns are accurate and without errors by verifying tax documents and supporting documentation;
• Confirming client forms are complete and ready for intake;
• Answering intake and eligibility questions by text, phone, and email;
• Helping to maintain a healthy and safe flow of clients

Dates and times available:
o Opportunity is available mid-January through April 15th or the federal filing deadline
o Training begins mid-November annually
o These volunteer opportunities are available in three-hour shifts. At the beginning of each year, the beginning and ending dates for volunteer opportunities will be posted on the Volunteer page at www.tapintohope.org/volunteer.