What types of volunteer opportunities are there, and what are the requirements?

Each November and December, we begin recruiting volunteers for the next tax season. Volunteer training is held in January, and our clinics open the first week in February and stay open through mid-April.

The following are volunteer positions that we have available at our sites:

INDIVIDUAL TAX PREPARER

Preparers state and federal income tax returns
Provides customers with basic tax information to explain their return
Must attend classroom training sessions
Must attend practice lab sessions
Must complete IRS certification tests with a passing score
Must agree to volunteer for a minimum of 7 sessions
No experience is necessary, but some basic knowledge of tax returns is helpful

QUALITY REVIEWER

Reviews all tax returns for errors prior to completion of return
Provides leadership and answers questions of newer volunteers
Must attend classroom training sessions
Must attend practice lab sessions
Must complete IRS certification tests (basic, intermediate, and advanced)
Must agree to volunteer a minimum of 7 sessions

TAX SITE ASSISTANT

Greets all customers
Aids in signing in and completion of initial paperwork
Verifies identity and ensures that required documents are present
Reviews taxpayer documents, gauges level of difficulty, and seats customer with an appropriately trained volunteer
Explains the tax site process, manages “flow” of the tax site, and answers questions as needed

MARKETING/PHOTOGRAPHER

Aids tax site coordinator in marketing of tax clinic
May include hanging posters, being interviewed on the radio, writing newspaper articles, submitting materials to online bulletin boards, etc.
With customer permission, take photos at the tax site for marketing purposes.
Secure donations of food and snacks for volunteers during tax sessions

We are always looking to recruit new volunteers who speak more than one language! Bi-lingual volunteers are encouraged to get involved!

What are the benefits of volunteering?

There are many!!
It’s a rewarding experience!! A few hours of your time can put back thousands of dollars in the hands of people who really need it!
It’s time limited! You only volunteer for 2 ½ months and then you’re done!
You get to learn a new skill or “sharpen” an existing one! You will learn about tax law, learn new software, and have a great time doing it!
You get YOUR taxes done for free! All volunteers are eligible to prepare and efile their return for free at our clinics, regardless of their income!!
IT’S FUN! We have great groups of volunteers who get excited about providing this service, challenging each other, and who come back year after year!
If you are interested in volunteering, please contact Angela Larson at angela.larson@wcainc.org or 507-537-1416 for our Marshall location or Michelle Kompelien at michelle.kompelien@wcainc.org or 507-847-2632 for our Jackson location.

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What types of volunteer opportunities are there, and what are the requirements?

Each November and December, we begin recruiting volunteers for the next tax season. Volunteer training is held in January, and our clinics open the first week in February and stay open through mid-April.

The following are volunteer positions that we have available at our sites:

INDIVIDUAL TAX PREPARER

Preparers state and federal income tax returns

Provides customers with basic tax information to explain their return

Must attend classroom training sessions

Must attend practice lab sessions

Must complete IRS certification tests with a passing score

Must agree to volunteer for a minimum of 7 sessions

No experience is necessary, but some basic knowledge of tax returns is helpful

QUALITY REVIEWER

Reviews all tax returns for errors prior to completion of return

Provides leadership and answers questions of newer volunteers

Must attend classroom training sessions

Must attend practice lab sessions

Must complete IRS certification tests (basic, intermediate, and advanced)

Must agree to volunteer a minimum of 7 sessions

TAX SITE ASSISTANT

Greets all customers

Aids in signing in and completion of initial paperwork

Verifies identity and ensures that required documents are present

Reviews taxpayer documents, gauges level of difficulty, and seats customer with an appropriately trained volunteer

Explains the tax site process, manages “flow” of the tax site, and answers questions as needed

MARKETING/PHOTOGRAPHER

Aids tax site coordinator in marketing of tax clinic

May include hanging posters, being interviewed on the radio, writing newspaper articles, submitting materials to online bulletin boards, etc.

With customer permission, take photos at the tax site for marketing purposes.

Secure donations of food and snacks for volunteers during tax sessions

We are always looking to recruit new volunteers who speak more than one language! Bi-lingual volunteers are encouraged to get involved!

What are the benefits of volunteering?

There are many!!

It’s a rewarding experience!! A few hours of your time can put back thousands of dollars in the hands of people who really need it!

It’s time limited! You only volunteer for 2 ½ months and then you’re done!

You get to learn a new skill or “sharpen” an existing one! You will learn about tax law, learn new software, and have a great time doing it!

You get YOUR taxes done for free! All volunteers are eligible to prepare and efile their return for free at our clinics, regardless of their income!!

IT’S FUN! We have great groups of volunteers who get excited about providing this service, challenging each other, and who come back year after year!

If you are interested in volunteering, please contact Angela Larson at angela.larson@wcainc.org or 507-537-1416 for our Marshall location or Michelle Kompelien at michelle.kompelien@wcainc.org or 507-847-2632 for our Jackson location.