Thank you for your interest in serving as a VITA volunteer! We are excited to have you on our team helping local individuals and families claim all tax credits for which they are eligible without having to patronize a commercial preparer. There are a number of ways to get involved, and we are offering a wide variety of trainings throughout the month of January in an effort to accommodate everyone's schedules and interests. Please make a note of session descriptions, and sign up only for those which you plan to attend, based on the roles in which you'd like to serve this coming season.
First-Time Tax Preparer Training
This training is best-suited for first-time VITA tax preparers and returning tax preparers who would like an in-depth review of tax law and the Tax Slayer software. For your convenience, we are offering multiple trainings, all of which cover the same content. All first-time tax preparers should register for one of these courses.
Greeter/Interview Specialist Training
This training is for anyone interested in serving at one of our neighborhood sites as a greeter/interview specialist, or in serving with our mobile Valet VITA program. We are offering multiple trainings, all of which cover the same content. Anyone wishing to serve as a greeter/interview specialist this season should sign up for one of these trainings.
Quality Reviewer Training
This training is for new and returning quality reviewers as well as any tax preparers interested in learning about the quality review process. We are offering two trainings, both of which cover the same content.
Health Savings Account Training
This training is for new and returning tax preparers and quality reviewers interested in the unique aspects of preparing returns for taxpayers with a health savings account (HSA). Participation in this training and certification will allow you to serve a greater diversity of clients.
This training is for returning tax preparers and covers modifications to tax law, software updates and new resources. Currently, there is only one refresher training scheduled, but an additional training will likely be added at a as needed.
If you have any questions about what trainings would be best for you, contact Rachel Cheeseman.