Volunteer

City Tax Training

City Tax Law Training

Michigan 1 Overview and Starting

Michigan 2, filing status

Michigan 3, Income

Michigan 4, credits

Michigan 5, total household income

Michigan 6, home heating credit

Michigan 7, finishing the return

Tax Return Preparer


 Number Needed:

  • 2-8 per shift, depending on demand.

 Locations, time commitment:

  • Choose from the following locations and shifts:
    • Ann Arbor Public Library – Downtown Branch (Wednesdays 5-8 pm and some Saturdays 10-2 or 1-4pm)
    • Cooley Law School Ann Arbor (Friday January 26th)
    • Avalon Housing Carrot Way (2 miles from campus, one Saturday)
    • Manchester Public Library (2 Saturdays, 15 miles from campus)
  • Minimum commitment of 3 Saturdays and/or Wednesdays between the last week of January 2012 through April 15, 2013

 Duties:

  • Review intake sheet with client
  • Prepare client tax return; obtain necessary signatures and quality review
  • Review client letter and tax documents with client

 Qualifications:

  • Attend and pass all required trainings, including applicable tax law sessions and a TaxWise computer lab workshop (online or in person)
  • Pass IRS Ethics & Basic certification tests; additional certification at the Intermediate level is strongly encouraged
  • Ability to accurately follow written instructions
  • Competency with the use of computers and printers .
  • Some experience in preparing individual income tax returns or Taxation course is useful but not required

 

Supervisor: Site Coordinator.  All returns must be independently reviewed, so you are not working alone!

 Benefits to volunteer:

  • Help families stay in their homes, put food on the table and save for the future
  • Engage in gratifying volunteer work – interact directly with the people you are helping and see the immediate impact of your work
  • Develop/refine new or existing skills; gain valuable experience in preparing income tax returns and encountering various tax issues
  • Develop/refine client counseling skills in a protected environment
  • Networking/resume building opportunity

If you are interested in volunteering with us, please contact us!


FREQUENTLY ASKED QUESTIONS

Greeter – Volunteer Position Description


 Number Needed: 1-2 per shift, depending on appointment volume

 Duties:

  • Greet clients and make them comfortable
  • Managing client sign in process
    • Provide Intake/Interview sheet and assist with completion
    • Check that clients have required documents to have returns prepared
  • Other duties may include tasks such as assisting with client flow

 

Locations, time commitment:

  • Choose from the following locations and shifts:
  • Ann Arbor Public Library – Downtown Branch (Wednesdays 5-8 pm and some Saturdays 10-2 or 1-4pm)
  • Cooley Law School Ann Arbor (Friday January 26th)
  • Avalon Housing Carrot Way (2 miles from campus, one Saturday)
  • Manchester Public Library (2 Saturdays, 15 miles from campus)
  • Minimum commitment of 3 Saturdays and/or Wednesdays between the last week of January 2012 through April 15, 2013

 

Qualifications:

  • Ability to accurately follow written instructions
  • No experience necessary
  • Competency with the use of computers and printers
  • Complete required training and certification by Jan 15, 2013

 

Training and Certifications needed

  • Take ethics training (in person or online) and pass five question test
  • Watch online PowerPoint presentation regarding intake form

Supervisor: Site Coordinator.  All returns must be independently reviewed, so you are not working alone!

 Benefits to volunteer:

  • Help families stay in their homes, put food on the table and save for the future
  • Engage in gratifying volunteer work – interact directly with the people you are

      helping and see the immediate impact of your work

  • Develop/refine new or existing skills; gain valuable experience in preparing

      income tax returns and encountering various tax issues

  • Develop/refine client counseling skills in a protected environment
  • Networking/resume building opportunity

 If you are interested in volunteering with us, please contact us!

  


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