Volunteer

Earn It. Keep It. Save It. provides free income tax returns and connects people to resources to improve their family's financial stability. This wouldn't be possible without the hundreds of volunteers each year who give in service by preparing thousands of free income tax returns and refer hundreds of people to partnering agencies for services.

  • Volunteer opportunities for everyone across the state of Utah
  • Volunteer as little as 3 hours per week during January through April
  • Training is provided
  • Help people keep more of what they earn and bring millions into our local economy
Become a Volunteer Today!

Find out more about certifying.

Ways to Volunteer

There are several ways you can volunteer.

Volunteer Tax Preparer

  • As an IRS certified Volunteer Tax Preparer at a Volunteer Income Tax Assistance (VITA) site here in Utah you will use a professional software to prepare basic tax returns for people who have low- to moderate-incomes in my community. Using an intake and interview process will help you ensure that each tax filer receives all the tax credits they are eligible to receive. During the tax season you will generally volunteer 3 hours per week and will help numerous households. Free training is provided with both classroom and online self-study opportunities.
Become a Volunteer Today!

Greeter and Intake Specialist

  • As a Greeter and Intake Specialist volunteer at a Volunteer Income Tax Assistance (VITA) site here in Utah your role will to help tax filers feel welcome and ensure that they are well prepared for their tax appointment. You will greet clients and assist them with completing a short survey and an in-take form. In this role it is important to have good people and customer service skills. You may also work with the Site Coordinator to ensure the site runs smoothly and the tax filer has a positive experience. During the tax season you will generally volunteer 3 hours per week. Free training is provided and does not require tax law knowledge or software training.

Financial Advocate

  • As a Financial Advocate volunteer at a Volunteer Income Tax Assistance (VITA) site here in Utah your role is to provide information and referrals to people about asset building opportunities and other community resources, such as housing, healthcare, and food assistance. In this position it's important to have good people skills. You will also need to make suggestions to tax filers on how their refund might be used to increase their financial wellbeing. During the tax season you will generally volunteer 3 hours per week. Free training is provided and does not require tax law knowledge.
Become a Volunteer Today!

Volunteer Frequently Asked Questions

So you're thinking about volunteering. Great! Here are some answers for questions you may have:

What skills do I need to be a volunteer?

  • A background in tax law is not required. However, it's helpful if you've prepared your own tax return in the past or have some tax knowledge.
  • Basic computer skills
  • Good interpersonal skills
  • Ability to research
  • Friendly attitude

There are volunteer opportunities for everyone!

Are there any perks to being a volunteer?

  • Yes! You can prepare your own tax return for free.

Are volunteers trained and certified?

What type of tax forms and schedules do volunteers prepare?

  • Volunteer tax preparers prepare basic tax returns.
  • Common schedules and forms include: Form 1040, Schedule EIC, Form 2441 (child and dependent care credit), Form 8863 (education credit), Form 8888 (allocation of refund), and additional child tax credit.

Where and when are volunteers needed?

  • VITA sites are located statewide and volunteers are needed statewide too!
  • Days and times vary based on when the VITA site is open.
  • Volunteer as little as three hours per week for 12 weeks during the tax season.
  • If you're interested in volunteering year-round, inform your Regional Coordinator.

What type of computer program will I use?

  • You will use TaxWise, a professional and secure web-based program, to prepare basic tax returns for those who have low- to moderate-incomes in your community.

Do I need to be bilingual? What languages are needed?

  • It's not necessary for you to be bilingual. However, there is a great need for volunteers that can speak Spanish.
  • Other languages are also welcome.

Who do I contact to volunteer?

Volunteer Training and Certification

 

Earn It.

The Earned Income Tax Credit (EITC) is a dollar-for-dollar reduction of taxes owed for people who work but do not earn high incomes.

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Keep It.

If you qualify, you can get FREE tax return preparation services either at a VITA site or online.

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Save It.

Looking to buy a home, go to school, or start a business? Need help creating a budget, paying down debt, or improving your credit?

Learn More