VITA Program - Certified Tax Preparation Volunteers Eagleview office

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About

The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income individuals and families (who earn less than $54,000) complete their annual tax returns at no cost.

The Internal Revenue Service (IRS) certifies all VITA volunteers to prepare and electronically file basic income tax forms. VITA volunteers are trained to assist clients in claiming special credits and refunds, such as the Earned Income Tax Credit(EITC). The program helps working families improve their finances and increase self-sufficiency.

VITA volunteers must be available to serve at least one four-hour session per week during the 13-week tax season (January - April). VITA volunteers must be 18 years of age and computer literate. No experience is necessary, all training is provided.

Certified Tax Preparation Volunteers

These dedicated tax preparation volunteers after certification, provide basic tax return preparation to eligible tax-prayers. They are also provide free, high quality service and uphold the highest of ethical standards to establish public trust.

Responsibilities:

• Attend new and/ or refresher tax law training as needed, including training on the use of electronic filing software (Approximately 20 hours of training to become certified.)
• Successfully pass a test on required tax law knowledge
• Interview clients regarding all income, deductions and allowable credit(s)
• Provide high quality assistance to all taxpayers. Directly prepare taxprayer's return based upon information provided by taxpayer and answer tax related questions.
• Prepare only those tax returns for which training and certification were provided.
• Maintain confidentiality of client information
• Ensure on-site quality review is performed on completed returns prior to being returned to customer.
• Ensure a copy of the completed return is provided to the taxpayer.