Click here and apply to become a Tax Prep Volunteer!

What is the Tax Prep Program?
The Tax Prep program offers free tax preparation services to low-to moderate-income individuals and families in our community. We need your help this year to ensure that those eligible for the Tax Prep program are getting the services they need. The U.S. Census estimates that over 50% of families in Lincoln alone earned less than $50,000 annually (53,477 estimated households), making them eligible for tax preparation services at Community Action. 

Volunteers Needed:

  • Greeter (Lincoln and Wahoo):  Greets all taxpayers visiting the site and directs them to their appointment.  Assist those taxpayers who want to sign up for taxes on our software.
  • Spanish Interpreter:  Interprets for taxpayers and volunteers.
  • Tax Preparer (Lincoln and Wahoo):  Prepares the tax return and identifies any missing information.
  • Intake:  Collects the information needed from the taxpayer for the Tax Preparer.
  • Financial Check-up:  Reviews taxpayer’s credit report with them and creates a credit improvement plan
  • Finisher:  Explains the return to the taxpayer.

Comprehensive training is provided for ALL volunteers.

All volunteers must attend a 90- minute Volunteer Orientation and Standards of Conduct training and must complete the Standards of Conduct certification. 

The following is additional training these volunteer positions need:

  • A new Tax Preparer is required to take a 16-hour Basic Tax Training.
  • An Intake is required to take a 16-hour Advanced Tax Training and an 8-hour Intake training.
  • A Financial Check-up Volunteer is required to attend a 4-hour Financial Check-up training.
  • A Finisher is required to attend a 16-hour Advanced Tax Training and a 4-hour Finisher training.

2018-2019 Volunteer Training Schedule

Orientation/Standards of Conduct (required for all volunteers):

  • December 3rd, 5:30-7:00 pm
  • December 6th, 5:30-7:00 pm
  • January 8th, 5:30-7:00 pm
  • January 14th, 5:30-7:30 pm

Basic Tax Training (for all new tax preparation volunteers):

  • December 20th and 21st, 9:00 am-5:00 pm
  • January 2nd-5th, 5:30-9:30 pm
  • January 7th-10th, 5:30-9:30 pm
  • January 12th and 13th, 9:00 am-5:00 pm
  • January 23rd, 1:00-5:00 pm (basic certification refresher)

Advanced Tax Training (for tax preparation volunteers):

  • January 22nd and 23rd, 9:00 am-5:00 pm
  • January 15th-18th, 5:30-9:30 pm
  • January 26th and 27th, 9:00 am-5:00 pm
  • January 28th, 9:00 am-1:00 pm (advanced certification refresher)

Intake Training (for all intake volunteers):

  • January 19th, 9:00 am-5:00 pm
  • January 22nd-23rd, 5:30 pm-9:30 pm

Finishing Training (for all finisher volunteers):

  • January 21st, 5:30-9:30 pm

Financial Check-up Training (for all financial check-up volunteers):

  • January 24th, 5:30-9:30 pm

If you have any questions about training contact:

Andrew Ritta: (402) 875-9351 or Will Wallace: (402) 875-9345                       

Are you ready to become a Tax Prep Volunteer?  CLICK HERE to fill out this easy online application, or contact:
Georgann Roth
Volunteer Resources Coordinator
(402) 875-9320