West Virginia Alliance for Sustainable Families
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Our volunteer tax return preparers become IRS-certified and prepare and e-file federal and state returns for West Virginia taxpayers with low-to-moderate incomes, generally up to about $50,000. They do this using the same quality computer software used by many accounting firms. Our quality reviewers work with taxpayers, checking each and every return. This helps to ensure that all entries agree with the documents and other information provided by the taxpayers, that all calculations are correct, and that taxpayers receive the full benefit of the tax law and any deductions and credits to which they are entitled. Some volunteers prefer not to prepare or review returns but enjoy their role as greeters, providing taxpayers with intake docuents and making them feel welcome at the VITA sites. Still other volunteers work with coalition leaders and VITA site sponsors as promoters of the VITA program and the EITC using press releases, public service announcements, flyers, and brochures. If you want to make a VITAL difference, in peoples’ lives and in your community, we have a place for you. 

VOLUNTEER ONLINE TODAY!
Greeter
Roles
Welcomes clients to VITA site
Provide taxpayers with intake forms to complete and answer non-tax questions
Screen all taxpayers have all necessary documents
Screen taxpayers for VITA assistance
Manage flow of taxpayers according to Site operational procedures
Manage waiting and entry areas
Maintain confidentiality
Ability to refer clients to site managers for tax questions
Qualifications
Basic training (2-4 hours) -
(filing requirements, EITC/CTC basics and administrative tasks)
Interpersonal and communication skills with diverse groups of people
Good attention to detail
Ability to follow IRS regulations
Tax Preparer
Roles
Prepare tax returns for taxpayers who qualify for VITA assistance. Tax returns are typically simple 1040 or 1040-EZ.
Answer taxpayers' questions
Maintain confidentiality
Qualifications
Tax training
TaxWise software training
Pass IRS certification test
Good attention to detail
Computer skills
Interpersonal and communication skills
Ability to follow IRS regulations
Quality Reviewer
Roles
Ensure that all Volunteer Tax Preparers are aware of the IRS Quality Review procedures
Timely review of all tax returns for accuracy before the returns are provided to the taxpayer and/or are electronically filed
Provide feedback to Volunteer Tax Preparers regarding errors made on tax returns prepared at the site
Maintain confidentiality
Qualifications
Basic, Intermediate of Advanced IRS tax training
Pass IRS Basic, Intermediate or Advanced certification test
Interpersonal and communication skills
Good attention to detail
Ability to follow IRS regulation
Site Coordinator
Roles
Manage site and volunteers
Prepare more difficult tax returns
Help answer tax preparer's questions
Answer taxpayers' questions
Maintain confidentiality
Qualifications
IRS tax preparation training to the Advanced level
Site Coordinator training
TaxWise Software training
Pass IRS Advanced certification test
Strong computer skills
Interpersonal and communication skills
Good attention to detail
Ability to help with taxpayers and tax preparers in a helpful, supportive and efficient manner
Ability to follow IRS regulations

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