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Volunteer FAQs

How do VITA Volunteers impact the community?  

Every year, free tax preparation sites help low-to-moderate income taxpayers avoid the fees and high-interest loans associated with some commercial tax preparers. Tax sites provide an opportunity for taxpayers to access government benefits and obtain information to help them become more financially stable. Since 2010, VITA volunteers have completed 8,067 tax returns, processed $12.8 million in refunds, $4.2 million in Earned Income Credits, and saved wage-earners an estimated $2.5 million in commercial preparation fees. 

How do I volunteer? 

It's easy. Click here to volunteer as a Tax Preparer, Greeter or Translator. Once you submit the volunteer form, you will receive an email from us with additional information, instructions and training dates. 

What will I do as a volunteer? 

We need people to help as Tax Preparers, Greeters, and Translators. Bilingual tax preparers are especially needed. Click here for a description of each position.

I am not an accountant or have experience as a tax preparer. Can I still volunteer? 

Absolutely! We provide free training for all volunteers. Our VITA site managers will guide you throughout the training and volunteer process. You can also volunteer as a translator or greeter if preparing taxes isn't for you.  

What kind of training do I need and how long will it take to complete? 

Training time depends on the volunteer position that you choose and how quickly you work through the training materials:

  • New Tax Preparers must complete 16 hours of training at the basic level of IRS certification and pass the IRS Certification exam. 
  • Returning Tax Preparers must complete 8 hours of training and pass the IRS Certification exam.  
  • Greeters must pass the IRS Intake/Interview Screening and Standards of Conduct certification exams on their own time, and attend a brief orientation provided by your site manager.
  • Translators must pass the IRS Intake/Interview Screening and Standards of Conduct certification exams on their own time, and attend a brief orientation provided by your site manager.

Once you sign up to volunteer, you will receive an email with information, instructions and a list of training dates or options.

Is continuing education credit available?

Continuing education credit is available to eligible volunteers who are active Enrolled Agents, CPAs, Registered Return Preparers and other financial professionals. Click here for more information.

How do I sign up for training? 

Once you sign up to volunteer, you will receive an email with information, instructions and a list of training dates or options. 

Can I choose where I volunteer? 

United Way of Williamson County provides training for sites in Georgetown, Hutto, Leander, and Taylor. Click here for a complete list of tax sites. When you sign up to volunteer, you will have the opportunity to choose the location that best suits your schedule. 

When can I start volunteering? 

All volunteers are asked to complete training and be certified by January 27, 2019.