Basic Tax Preparer Training (16 hours):
New volunteers with little to no tax preparation experience attend 16 hours of training. You should be comfortable using a computer and navigating a software program. Two 8-hour sessions cover the basics of tax law and the TaxWise software we use at Neighborhood Tax Centers. You will be trained to complete the IRS Basic-level volunteer certification test.
Accelerated Basic Tax Preparer Training (12 hours):
This is a fast-paced 12-hour class for new volunteers who are very comfortable using a computer and navigating through a software program. This is also an option for returning volunteers who certified at the Basic-level in past years and would like a comprehensive refresher. Three 4-hour sessions cover the basics of tax law and the TaxWise software we use at Neighborhood Tax Centers. At the end of the 12 hours, you will be trained to complete the IRS Basic-level volunteer certification test.
AdvancedTax Preparer Training (16 hours):
This training is for volunteers who were Basic certified last year or new volunteers who have completed the Basic Tax Preparer Training. We will review and prepare advanced returns commonly seen at the end of tax season. By the end of the 16 hours, you will be trained to complete the IRS Advanced-level volunteer certification test.
Returning Advanced Volunteer Tax Preparer Review(8 hours):
This training is for any Neighborhood Tax Center volunteer who previously certified at the Advanced level.
It is a 8-hour refresher on new tax law and updated tax center procedures. We will not review TaxWise.
We will provide you with opne lab time for volunteers who would like some assistance preparing for or taking the Basic/Advance-level IRS volunteer certification.
- Financial Planning
- Financial Service Assistance
- ETC / Tax Assistance
Good Match For
Requirements & Commitment
- Background Check
- Must be at least 18
- Orientation or Training