What is the Tax Prep Program?
The Tax Prep program offers free tax preparation services to low-to moderate-income individuals and families in our community. We need your help this year to ensure that those eligible for the Tax Prep program are getting the services they need. The U.S. Census estimates that over 50% of families in Lincoln alone earned less than $50,000 annually (53,477 estimated households), making them eligible for tax preparation services at Community Action.
Greeter - Greet all taxpayers visiting the site and direct taxpayers to their intake, finishing, or Financial Check-Up appointments. Greeters assist walk-in taxpayers in scheduling intake appointments. Greeters cannot answer any tax questions unless they have passed a tax certification.
Interpreter - Interpret for taxpayers and volunteers. Interpreters cannot answer any tax questions unless they have passed a tax certification.
Tax preparer - Prepare tax returns; identify missing information and request it from taxpayers. Ensure all taxpayer documents and private information are securely stored. Advanced Tax Preparers may quality review returns.
Intake interviewer - Review taxpayers’ forms and documentation and collect the information the Tax Preparers need to prepare the returns. Ensure that taxpayer documents and information are confidentially and securely stored. Identify certification level required for returns and identify any additional services needed (e.g., ITIN application/renewal). Encourage taxpayers to plan to save part of their refund. Verify taxpayers’ photo IDs and social security cards and/or ITIN letters for ALL household members. Secure releases to use and disclose taxpayer information, secure credit report authorization for taxpayers who will have Financial Check-ups. Schedule taxpayers for Finishing and Financial Check-up appointments.
Finisher - Explain taxpayers’ returns to them and get taxpayers’ approval to e-file their returns or assist taxpayers in signing and preparing return packets for taxpayers to mail returns. Inform taxpayers that they are responsible for the information on their return. Provide taxpayers a “client copy” of their returns. Ensure that taxpayer documents are confidentially and securely stored.
Administrative - Scan taxpayer files into the tax software; Contact taxpayers with appointment reminders
Financial Check-up - Review taxpayers’ credit reports with them, create credit improvement plans, encourage taxpayers to save part of their refunds, promote other Community Action services.
Comprehensive training is provided for ALL volunteers.
All volunteers must attend a 90-minute Volunteer Orientation and Standards of Conduct training and must complete the Standards of Conduct certification.
2018-2019 training sessions
Orientation/Standards of Conduct (for ALL volunteers):
- December 3, 5:30 pm-7pm
- December 6, 5:30 pm-7pm
- January 8, 5:30 pm-7pm
- January 14, 5:30 pm-7:30 pm
Basic Tax Training (for ALL new tax prep volunteers):
- December 20 & 21, 9 am-5 pm
- January 2-5, 5:30 pm-9:30 pm
- January 7-10, 5:30 pm-9:30 pm
- January 12 & 13, 9 am-5 pm
- January 24 "Basic Certification Refresher", 1 pm-5 pm
Advanced Tax Training (for tax prep):
- January 15-18, 5:30 pm-9:30 pm
- January 22 & 23, 9 am-5 pm
- January 26 & 27, 9 am-5 pm
- January 28 "Advanced Certification Refresher", 10 am-1 pm
Intake Training (for ALL intake volunteers):
- January 19, 9 am-5 pm
- January 22 & 23, 5:30 pm-9:30 pm
Finishing Training (for ALL finisher volunteers):
- January 21, 5:30 pm-9:30 pm
Financial Checkup Training (for ALL financial check-up volunteers):
- January 24, 5:30 pm-9:30 pm
The following is additional training these volunteer positions need:
- A new Tax Preparer is required to take a 16-hour Basic Tax Training.
- An Intake is required to take a 16-hour Advanced Tax Training and an 8-hour Intake training.
- A Financial Check-up Volunteer is required to attend a 4-hour Financial Check-up training.
- A Finisher is required to attend a 16-hour Advanced Tax Training and a 4-hour Finisher training.
If you have any questions about training contact:
Andrew Ritta- (402) 875-9351 or Will Wallace- (402) 875-9345
Are you ready to become a Tax Prep Volunteer? CLICK HERE to fill out this easy online application, or
For information about volunteering contact:
Volunteer Resources Coordinator