Opportunity Details

Family Services
Families, Low-income communities, People with Disabilities, People with Health-based Concerns

Age Minimum (with Adult): 18+, Minimum Age:18+

Tax preparation and counseling

VITA (Volunteer Income Tax Assistance) and TCE (Tax Counseling for the Elderly) provide FREE, CONFIDENTIAL, and SECURE preparation and e-filing of Federal and State income taxes, for taxpayers who qualify.  This service is available for basic returns with income up to $54,000, and for the elderly and the disabled whose returns meet basic scope requirements.

Benefits In Action began its participation with VITA in the 2018 Tax Season as a Drop-off location with a team of 5.  BIA will be expanding its VITA/TCE program for the coming 2019 Tax Season, moving to a “Walk-in” site where the volunteer and client sit side-by-side to complete the client’s tax return. 

BIA is looking to add a few volunteers as serve as Tax Preparers and Client Greeters.

BIA will be preparing tax returns on Thursdays 3pm – 7pm, starting Feb 6 and continuing through April 9.  Location is BIA offices in Lakewood.  Tax returns will be prepared using IRS-provided software (TaxSlayer Online) and BIA or IRS provided computers.  The BIA VITA/TCE program is a “walk-in” program which takes clients on a first come/first serve basis. 

Volunteer Tax Preparers must complete the training and certification testing provided online by the IRS.  Tax Preparers will work directly with the client to prepare the tax return, and all returns receive “second set of eyes” Quality Review from another Certified Tax Preparer on the team. 

Client Greeters welcome the clients to our site, make sure the client has the needed documentation with them, and help to keep the operation running smoothly.  Client Greeters are encouraged to attend the one-hour training, and are required to complete IRS online certification testing for ethical Standards of Conduct.  

Online training is available

VITA/TCE is staffed by over 80,000 volunteers and prepares more than 3.5 million returns.  However, over 19 million Americans qualify for VITA/TCE services, and BIA is stepping up to help serve many who are also our core benefits recipients.  If you are detail oriented, comfortable working directly with clients and computers/software, please consider joining our team as a volunteer Tax Preparer.  If you are good with handling people who may feel stressed by their tax returns, please consider joining our team as a Client Greeter. 

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