Volunteers

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"People come back each year and you get to know them. It's not just that it is free; people trust us." - Bob Simoneau, volunteer

Sign up to volunteer on Volunteer Hub, train and test in-person or watch our Online Training Modules below, then take your test. Send your 13615 to vountleer@refundohio.org and receive a confirmation email and sign up for events!

Detailed instructions can be found here!

Positions Available

  • Description: The tax site Greeter welcomes clients to the tax site, while helping sign people in and assisting clients with required paperwork.
  • Time Commitment: Greeters are asked to make a once per week commitment to a tax site. The length of a volunteer shift varies from 3-5 hours depending on the tax site.
  • Training: Greeters can attend an in person or online greeter training starting in December. All Greeters are required to pass an ethics test prior to volunteering.
  • Description: The beginner tax preparer prepares basic level tax returns.
  • Time Commitment: Tax Preparers are asked to make a twice per month commitment to a tax site. The length of a volunteer shift varies from 3-5 hours depending on the tax site.
  • Training: Beginner tax preparers can attend an in person or online training starting in December. All beginner tax preparers are required to pass an ethics test and basic tax law test prior to volunteering.
  • Description: The tax site translator works with both the greeter and the tax preparer when translation services are needed.
  • Time Commitment: Translators are asked to make a once per week commitment to a tax site. The length of a volunteer shift varies from 3-5 hours depending on the tax site.
  • Training: Translators can attend an in person or online greeter training starting in December. All Translators are required to pass an ethics test prior to volunteering.
  • Description: The tax Site Coordinator manages volunteers and clients during the tax preparation process. The Site Coordinator is also responsible for ensuring that the tax site is adhering to all quality site requirements
  • Time Commitment: Site Coordinators commit about 10-20 hours a week to operate a tax site open 1-3 days per week.
  • Training: Site Coordinators are required to take the ethics, advanced tax law, and Site Coordinator certifications.

Training Resources

Intro

Tax Law Videos for All Preparers

Additional Tax Law Videos for Advanced Level Preparers

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