VITA Tax Preparers help to provide free tax preparation services to clients with low or moderate income who are primarily Spanish-speaking. As a Volunteer Income Tax Assistance (VITA) approved site, and with the help of dedicated volunteers, CLUES’ Financial Empowerment Department processed over 2,000 tax returns in the 2016 tax season, retuning over $4.5 million in refunds to the community!
Tuesdays, 4:00pm - 8:00pm at CLUES Minneapolis (720 East Lake Street, Mpls, MN)
Thursdays, 4:00pm - 8:00pm at CLUES St. Paul (797 East 7 th Street, St. Paul, MN)
Fridays, 3:00pm - 6:00pm at Iglesia Guadalupe(401 Concord Street, St. Paul, MN)
Prepare tax returns within the scope of training and certification level(s).
Prepare accurate federal and state tax returns for qualified taxpayers only based on information provided by the taxpayers.
Answers basic tax-related questions and refers taxpayers who have complex (out of VITA’s scope) tax returns to the appropriate organizations or offices for assistance. Asks follow-up questions to clarify any unclear circumstances when necessary.
Ensure all reportable income is reported on the taxpayer’s return(s) and all allowable/eligible deductions and credits are claimed for the taxpayer.
Ensure taxpayer’s Intake/Interview & Quality Review Sheet is properly completed based on information the taxpayer provides
Maintain open communication with the Volunteer Income Tax Assistance (VITA) Site Coordinator and solicit feedback when necessary.
Maintains confidentiality of taxpayer information.
Qualifications, Requirements, & Training:
- Interest and/or experience in accounting, taxes, financial education is helpful, but not required.
- Written and verbal communication skills in Spanish preferred, but not required.
- Must pass a criminal background check
New Volunteers: Attend a VITA Training (see the 2016 Training Calendar for more information)
Pass the Internal Revenue Service (IRS) Volunteer Standards of Conduct training.
Pass the IRS Basic and/or Advanced Tax Preparer Exam and get certified for the 2016 season.
Attend a CLUES Tax Prep Volunteer kickoff dinner and orientation on Friday, January 20 th from 5- 8:00pm
- Financial Literacy
- Financial Service Assistance
- ETC / Tax Assistance
- Customer Service
Good Match For
Requirements & Commitment
- Background Check
- Orientation or Training
- Minimum of 2 hours a week during tax season