Get Involved

Help hardworking, income eligible families gain valuable tax savings! 

Choose an opportunity that fits your backgroound & interests

VITA couldn’t exist without the help of our volunteers. Each year we rely on local residents who volunteer as tax preparers at multiple VITA sites throughout the Capital Region.

We’re always looking for individuals who would like to help prepare tax returns, answer the phones and make appointments and more. The Average volunteer commitment is two to four hours per week from Mid-January to April 15. 

Our volunteers come from all types of backgrounds and professions. Don’t think you have to be an accountant to be a successful volunteer.  Our training program and easy-to-use software will prepare you to successfully help others prepare their taxes.

Our volunteers are offered a no-cost, comprehensive training program that will prepare you to take the IRS certification test. 

Click here to become a CA$H Volunteer

 

ADVANTAGES

  • Help individuals and families in your community save on filing costs with free tax preparation.
  • Use tax education to prepare your own taxes in confidence.
  • Be one of 240 volunteers who provided 8,000 hours of service to neighbors in need!

Volunteer opportunities include:

>> Tax Preparer

Help taxpayers complete their returns using taxpayer-provided information.

Review completed return for quality and accuracy. Requires nine hours of free 

online class training. Flexible training schedule offered.

>> eND-to-End VITA

GetYourRefund helps VITA sites offer fully virtual end-to-end VITA.

At our mobile-friendly website, taxpayers answer simple questions

about their household situation, securely upload their tax documents,

and can get connected to VITA volunteers for assistance. The VITA

team will remotely prepare the tax return, speak with the taxpayer to

review their return, and file the return with taxpayer consent.

Flexible training schedule offered.

>> Drop-off/valet VITA

GetYourRefund helps VITA sites offer drop-off services for clients

who are not able to complete the intake online. Client profiles are

created within the Hub, our custom case management system, by

VITA volunteers. Tax documents and the intake sheet are scanned

and uploaded to the Hub. The tax team will remotely prepare the tax

return, speak with the taxpayer to review their return, and file the

return with taxpayer consent.  Flexible training schedule offered.

>> DIY FSA

Clients receive a link to TaxSlayer FSA where they can complete their

returns on their own for free with access to support from VITA partners.

Please encourage this option for those with simple returns, and prioritize

high-touch service for those who need it most.  How do they get the link?

 Flexible training schedule offered.

>> Quality Reviewer

Use a designated Quality Review tool to evaluate completed tax returns for

accuracy. Correct errors and provide feedback to a volunteer preparer. Requires

nine hours of free online-class training. Flexible training schedule offered.

>> Scheduler

Screen taxpayers to determine the type of assistance they need and the forms

that will be required to complete their returns. Schedule tax return appointment

with a preparer having the appropriate technical level.

>> Asset Specialist

Provide financial education materials to taxpayers and answer questions as

necessary. Make referrals upon request.
 

Click here to become a CA$H Volunteer