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Volunteers needed for free tax prep

Written on Nov 10, 2022

Help families in Southwest Ohio, Northern Kentucky and Southeast Indiana file their taxes, claim credits and get the refunds they’ve earned. Sign up to volunteer at UWGC.org/tax-volunteer  

WHAT?  

  • Volunteers help individuals file their taxes 

  • Sites operating throughout the region at churches, schools, colleges, recreation centers and other agencies 

  • Volunteers help individuals file taxes using free online software 

WHEN? 

  • Information sessions and training from 

  • November-January 

  • Tax season is January-April, with some volunteers 

  • assisting through the summer 

  • Volunteer shifts are 3-4 hours on a weeknight or Saturday; some daytime hours also available 

  • Volunteer at least 3 shifts during tax season 

TRAINING 

  • Classroom training starts in December 

  • Volunteers certify online through the IRS 

  • Certified volunteers are protected from liability 

  • Continuing education credits for CPAs, CFAs and attorneys 

  • New volunteers shadow experienced volunteers 

  • Quality review process assures that multiple volunteers review each return 

WHERE 

  • Ohio: Hamilton and Clermont counties 

  • Kentucky: Kenton, Campbell, Boone, Grant and other counties 

  • Indiana: Dearborn County 

VOLUNTEER OPPORTUNITIES  

  • Individuals can serve as greeters and/or screeners/intake, tax preparers and reviewers, interpreters or translators, support, and site coordinators 

  • Companies/corporate teams can recruit volunteers together, train together, adopt a community tax site and volunteer together as a group, sponsor and run a community tax site, or offer a “closed” tax site to their colleagues 

WHY IS THIS IMPORTANT? 

  • The Earned Income Tax Credit and Child Tax Credit move families and children out of poverty. Families depend on refund of withheld earnings 

  • Filing taxes is a legal obligation, yet it requires high levels of education and computer competency 

  • Tax returns are required to access student financial aid, health insurance premium credits, home mortgages and many government benefits 

  • Commercial preparation services are expensive and those offering loans or cash upfront still bear a cost to taxpayers 

  • This program connects tax services to financial education and a path to economic well-being 

 

VOLUNTEERS NEEDED 

  • Weeknight and weekend hours 

  • Site locations throughout the region 

  • In-person and online training provided 

  • Teamwork and support 

  • IRS certification, college service-learning opportunities 

  • Continuing education credits for CPAs, CFAs and attorneys 


No previous experience is necessary. Volunteers commit to a minimum of 12 hours during tax season, January-April.