©2017 BY VOLUNTEER TAX PREP. PROUDLY CREATED BY VOLUNTEERS 
 SITE MANAGERS TOOLKIT

GET CERTIFIED & SERVE.

It's that easy.

There are many ways to help families claim tax credits! Free Tax Prep LA  is currently seeking Volunteer Tax Preparers and Intake Managers for the upcoming tax season.  

  • Volunteer Tax Preparers - Prepare simple tax returns on the IRS's Tax Slayer Software. Required Certification: Standards of Conduct, Intake & Interview, and either Basic or Advance Tax Preparation. Expect 14-20 hours of studying.

  • Intake Managers - Assist families at the tax site by their collecting tax documents, making photocopies, and assisting them with their Intake and Interview Sheet. Required Certification: Standards of Conduct and Intake & Interview.  Expect 2-6 hours of studying. 

                                   

Tools to help you be prepared and certified!

  • Intake and Interview Training

  • Tax Law Training

  • Tax Software Training

  • In-Class Training

  • Certification Test

All Volunteers (intake & preparers)

Training Resources:

Standards of Conduct Training and Test

Intake & Interview Training and Test

(Yes, it's open book)

Submit Test Online

 

Expected Time:

30 minutes - 1 hour

Approximate Timeline: 

December 2019

Tax Knowledge

Volunteer Resource Guide (Pub 4012)

Videos: Tax Law (by Prosperity Now)

Videos: Tax Law (by Franchise Tax Board)

IRS Link and Learn Course 

Expected Time:

10-12 hours

Approximate Timeline: 

End of January 2020

In-Class Trainings

Weekdays, Weeknights, and Weekend Options

Visit the online VolunteerHub platform 

https://freetaxprepla.volunteerhub.com

December 2019 - January 2020

Get Certified

Certification Test (yes, it's open book!)

Tax Preparer Test (Pub 6744)

Submit Test Online

 

Expected Time:

10-12 hours

January 2020