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14 people are interested
Help seniors and others with tax preparation
ORGANIZATION: AARP Foundation Tax-Aide - Sonoma/Napa County district
Please visit the new page to apply.
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14 people are interested
Help seniors and others with preparing and e-filing their federal and California income taxes. We're looking for both tax preparers (we'll train you, at no cost, of course, on both tax law and the software we use for tax preparation) and greeters ("client facilitators) who answer general client questions, help manage the flow of clients to the tax preparers, and help organize taxpayer paperwork.
If you've done your own taxes with a computer program such as TurboTax, and found the experience interesting, then you might want to become a tax preparer (you do have to pass a test, annually, following the training you get). All tax returns that we prepare are worked on by at least two people, and there is always plenty of help available, so inexperience isn't an issue.
Our other position - client facilitator - is critical for a well-organized and smoothly functioning Tax-Aide site. It is also a possible first step to becoming a tax preparer, if you're so inclined. (No computer skills are required for client facilitators.)
Our main site is at the Franklin Park Clubhouse in Santa Rosa, but we have eight other sites, in Sonoma County, from Healdsburg to Petaluma, and from Sebastopol to the City of Sonoma.
Call 707-327-2401 to attend a short informational meeting on 9/15 or 10/13 from 10am-11:30am at Franklin Park Clubhouse, 2095 Franklin Ave, Santa Rosa, CA 95404
More opportunities with AARP Foundation Tax-Aide - Sonoma/Napa County district
No additional volunteer opportunities at this time.
About AARP Foundation Tax-Aide - Sonoma/Napa County district
Location:
737 Tommy Dorsey Ct, Windsor, CA 95492, US
Mission Statement
To provide free tax preparation and efiling to those living or working in Sonoma County, with a focus on those over 50 years of age, and low and moderate-income households.
Description
The Sonoma/Napa district of the AARP Foundation's Tax-Aide program is an all-volunteer program. Each year, the approximately 80 volunteers help more than 3,000 households with preparing an filing their federal and California income tax returns, at no charge. The organization operates at nine locations in Sonoma County, and is open from February 1 to April 15. It also operates a tax clinic at the Franklin Park Clubhouse in Santa Rosa from May through mid-October.
CAUSE AREAS
WHEN
WHERE
Multiple locations Santa Rosa, CA 95409
DATE POSTED
September 17, 2023
SKILLS
- Basic Computer Skills
- People Skills
GOOD FOR
- People 55+
REQUIREMENTS
- Orientation or Training
- At least six hours per week, Feb 1 to Apr 15, plus training in December and January.
- For those who want to become tax preparers, we have a combination of in-person (half-day) plus online training, and we assign an experienced tax counselor as a mentor. For client-facilitators, training is one day in January.