Contact: Carman Toler
Phone: 765-457-4357 ext. 305
Email: ctoler@unitedwayhoco.org

United Way is searching for Free Tax Prep volunteers for the 2019 tax preparing season. Training is provided and free of charge. We are looking for the following volunteer roles to be filled:

Administrative Support

  • Provide customer service
  • Copy and electronically transfer tax documents
  • Assist with filing and phone calls
  • Volunteer Standard of Conduct certification necessary
  • Instruct taxpayers in using myfreetaxes.com
Intake Interviewer/Quality Review

  • Conduct interviews with taxpayers for accurate intake and/or quality review procedures
  • Ensure taxpayer has all necessary documentation (based on intake forms) to effectively prepare return
  • Answer tax related questions to determine all income, deductions and allowable credits are claimed
  • Recognize tax returns that are out of scope for the program
  • Volunteer standards of ethics, intake interview and tax law certification necessary
Tax Preparer
  • All Intake Interviewer/Quality Review responsibilities are included in this position
  • Prepare tax returns and quality reviews based on information provided by the taxpayer
  • Volunteer standards of ethics, intake interview and tax law certification necessary
Site Coordinator 
  • All volunteer roles and  responsibilities listed above are included in this position
  • Office management role
  • Keeping track of volunteer schedules, work flow and taxpayer appointments
  • Electronically filing tax returns
  • Volunteer standards of ethics, intake interview, tax law and site coordinator certification necessary

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