Register here to express interest in volunteering for the 2023 Tax Season as a Tax Preparer or Tax Greeter. By clicking the link below, you can register for the upcoming training:
For 17 years, United Way of Central Alabama has helped thousands of low-to-moderate income people each season by preparing and filing their tax returns free of charge, bringing back as much as 2 million dollars of refunds each year. With recent changes to tax laws and expansion of tax credits, the need for this service is bigger than ever.
Join our team and help our neighbors get free trustworthy assistance at tax time to claim the credits they are due and connect with other United Way services that can help them reach their goals.
Tax Preparers complete a free 8-hour basic or advanced training and IRS open book test to prepare to work one-on-one with clients (socially distantly or by telephone) to file their taxes through United Way's Tax Center. Volunteers engage with clients and ask questions to ensure accurate and complete returns are filed. Throughout the process, volunteer preparers have access to on-site tax specialists to answer questions related to filing returns. Tax Preparers are asked to commit to volunteer at least 24 hours this season.
Tax Greeters welcome customers for their drop off appointments and match them with the Tax Preparer who will assist them. Greeters can also help customers who are submitting documents by computer. A brief self-paced training and open book certification is required for greeters, which can be completed in one hour or less.
In early November, you will receive an invitation to register for our free in person and live-online tax law and software trainings, with dates beginning in late November. These trainings will help you complete your open book IRS volunteer Certification.
Once certified, you can volunteer to complete tax returns for members of our community and choose days and times that best fit your schedule. If you want to volunteer throughout the year, opportunities are available as well.
More details available, including Frequently Asked Questions, on our webpage: www.uwca.org/taxes
Health and Safety Precautions: As a Tax Preparation volunteer you will work at the United Way office, with the option to choose whether or not you interact face-to-face with clients, or to prepare files that have already been received. Plexiglass shields are used, and masks are available to keep volunteers and customers safe during the intake process.