There are many ways to lend a hand. In addition to tax preparers, we need client greeters, bilingual screeners and data entry volunteer. Volunteers will work in teams to prepare the returns, so you don't necessarily need a tax background to help. Tax experts will be on site to answer any questions you have along the way. Tax-Aid has created an online volunteer training to help you succeed as a volunteer. We highly recommend you review this training prior to volunteering at our tax sites. Already registered for this year? Click here to log in Download Volunteer manual Please fill out the following form in order to volunteer: 1. Contact Information First Name Last Name: Home Address: City: Zip: Phone: Cell Phone Number: May we contact by text message for coordination purposes? Email: Alternative Email Address: Company/School/Organization: Please create a Username: Please create a Password: I have been a Tax-Aid volunteer for years. Would you be willing to assist with equipment set-up or site pack up? For previous volunteers, please check the roles you have filled at Tax-Aid Greeter Intake/screener Translator Tax inputter Quality reviewer Printing Assembly/check-out Site manager Other: 2. Are you fluent in one or more of the following languages? Cantonese Mandarin Spanish Russian Vietnamese Tagalog Other: 3. Is this the first year volunteering for Tax-Aid? Yes No 4. Why did you choose to volunteer at Tax-Aid. (Select all that apply) Give back to the community Learn tax law Learn tax software Build my resume Meet people Expand my network Community Service 5. Do you have any dietary restrictions? Vegan Vegetarian Nut allergies Gluten free Lactose intolerant 6. Please rate your level of tax proficiency. Beginning (Never completed a tax form) Intermediate (Able to prepare my own taxes) Expert (Prepare taxes for a living) 7a. I have used the following tax software: Lacerte TaxWise ProSeries TurboTax TaxAct I have never used tax software before Other: 7b. If you have used a tax software please tell us your experience level: Beginning (Never used) Intermediate (Used for Tax-Aid) Expert (Use the application extensively in my daily work) 8. Number of years using tax software: 9. CPAs: Please select the option that best matches your level. (Proceed to #7 if not applicable) Staff Senior Manager Partner/Principal Other - Non tax related professional/student. Please list Other Level: 10. Are you interested in learning more about how your company can become a Tax-Aid sponsor? Yes No 11. I understand that as serving as a volunteer for Tax-Aid, a 501c3 nonprofit public charity, I am an important and designated representative of Tax-Aid, and I agree to work with Tax-Aid in achieving its mission. I agree to perform my volunteer duties professionally and in accordance with this Agreement and the guidelines as set out in the Volunteer Handbook and Reference Manual. The full contents and text of the Handbook is available on the Tax-Aid web site, www.tax-aid.org/tax-volunteers. I understand that during the course serving as a volunteer, confidential information may be made available to me. I understand that confidential information must not be released outside the Tax-Aid organization. I understand that I only share confidential information inside the Tax-Aid organization when it is relevant to the preparation of a tax return for a Tax-Aid client. I will not knowingly prepare a false return. I will not solicit business from taxpayers or use knowledge gained from Tax-Aid for any direct or indirect purposes. I will not engage in criminal, infamous, dishonest, notoriously disgraceful conduct or any conduct deemed to have a negative effect on Tax-Aid. I will treat all taxpayers in a professional, courteous and respectful manner. I understand and agree to Tax-Aid's use of my photograph for their publications, presentations, and/or other media-related purposes. I hereby release Tax-Aid, its officers, directors, employees, and agents from any claims, lawsuits, or actions I, my heirs, or legal representatives may have for any personal injury and/or property damage I may incur as a result of my volunteer services. By clicking on this box, I agree to aforementioned terms both in this Agreement and I confirm that I have reviewed or will review the full set of policies in the Handbook that is posted on the Tax-Aid website. Step 2 - Training Session 12. Please select the training session you would like to attend. Tax-Aid has created volunteer training to help you succeed as a volunteer. We highly recommend you review or attend this training prior to volunteering at our tax sites. Step 3 - Site Selection 13. I am interested in volunteering at the following site(s): The following locations are for first-time volunteers. Once you have selected one session, the full list of volunteer locations will be available to you to choose from.