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Volunteer Income Tax Assistance/Earned Income Tax Credit (VITA/EITC) Program

Volunteer Registration Form

Last year over 125 county employees volunteered their time to assist low income individuals and families with their tax returns and open first time savings accounts.

The VITA program is seeking volunteers. Please complete the volunteer form below and submit your training request. If you have questions regarding volunteering please submit them in writing to vita.eitc@acgov.org.

PART I. PERSONAL INFORMATION
First Name:
Last Name:
Employer:
Phone Number: ext:
TIE line:
Email:
QIC Code:
Languages other than English (select all that apply): Spanish
Mandarin
Cantonese
Other

Other languages:
Experience:
T-shirt size: As a token of our appreciation we offer NEW volunteers who complete the required IRS certified training and minimum volunteer hours a free t-shirt.  T-shirts are distributed by site coordinators at the volunteer sites.  Please select a size option below:

PART II. VOLUNTEER PREFERENCES
Position Preference: IRS Certified Tax Preparer

Tax Preparers are responsible for fostering positive working relationships with clients; preparing and completing taxes utilizing the TaxSlayer online tax preparation software; interviewing clients to gather additional required documentation necessary to process returns; following up with clients via telephone as necessary to complete returns; and, provide updates to site coordinator.  Must complete IRS Certified Tax Preparer Training (classroom or online).

Screener

Screeners are responsible for: tax preparation as needed, collecting and reviewing documents to ensure clients are within income guidelines; reviewing intake form for accuracy and completeness with clients; referring clients to tax preparers; and, fostering positive working relationships with clients.  This is a critical role as it is the initial point at which important tax return information is gathered and verified.  Must complete IRS Certified Tax Preparer Training (classroom or online) and Screening Training (classroom).

Interpreter

Interpreters aide by working alongside clients and Tax Preparers. Volunteers who speak, read, and write Spanish, Farsi, Vietnamese, Cambodian, Tagalog, and Chinese are always needed. Other languages are also welcome.  On-site training will be provided by site coordinator.

Site Preference:
Volunteer Schedule Preference: Select all that apply. Monday, 5:30 pm - 8:30 pm
Wednesday, 5:30 pm - 8:30 pm
Saturday, 9:00 am - 12:00 pm
Saturday, 12:00 pm - 4:00 pm
Saturday, 9:00 am - 4:00 pm
PART III. TRAINING PREFERENCES
Class Preference:
You must specify your experience before you can select your training. Please specify your experience in the above field.
Practice Labs: Practice Labs are highly encouraged to learn new tax preparation software and complete certification testing.

Practice Lab, Session I:
Dec 2, 10:00am - 3:00pm TLB Office, 2000 San Pablo Avenue, 3rd Flr, Oakland, *Voluntary. Please bring all training materials

Practice Lab Session II:
Dec 9, 10:00am-3:00pm TLB Office, 2000 San Pablo Avenue, 3rd Flr, Oakland *Voluntary. Please bring all training materials

Practice Lab Session III:
Dec 16,10:00am-3:00pm TLB Office, 2000 San Pablo Avenue, 3rd Flr, Oakland *Voluntary. Please bring all training materials

Practice Lab Session IV:
Jan 6, 2018, 10:00am-3:00pm TLB Office, 2000 San Pablo Avenue, Oakland, 3rd Flr, Oakland *Voluntary. Please bring all training materials

Practice Lab Session V:
Jan 13, 2018, 10:00am-3:00pm TLB Office, 2000 San Pablo Avenue, 3rd Flr, Oakland *Voluntary. Please bring all training materials. ***Class is FULL***

PART IV. VOLUNTEER AGREEMENT
Please review and complete the VITA Volunteer Agreement. By checking this box, I confirm that I have read the agreement and plan to submit the completed form to my supervisor, if applicable. Indicate your training selection on the Volunteer Agreement form.
 




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