One-Day Tax Event - Tax Preparer

The Will County Center for Community Concerns, Midland States Bank and University of St. Francis will be hosting a FREE tax preparation & financial education event on Saturday, February 22 from 10 am to 2 pm in Joliet. We are looking for volunteer tax preparers to assist with this event. Free online training is provided.

Will County Center for Community Concerns is an IRS-certified Volunteer Income Tax Assistance (VITA) site that provides tax credit information and free tax preparation assistance to low-income workers in our community so they can receive their full refund at tax time.

Tax preparers will provide free tax help to low-income workers and elderly taxpayers who cannot afford paid professional assistance..

1. Attend FREE basic tax law and e-file training OR work independently to complete the required online training modules.
2. Successfully pass mandatory tests on standards of conduct, quality requirements, and basic tax law knowledge.
3. Conduct intake interviews to clarify financial situation and ensure that all allowable credits are claimed.
4. Provide high-quality tax return preparation to all taxpayers. Directly prepare taxpayer's return based on information provided by taxpayer and answer tax-related questions. Contact the IRS VITA support line for assistance when necessary.
5. Prepare tax returns using electronic filing software.
6. Refer taxpayers with complex returns to the IRS assistance office.
7. Maintain confidentiality of taxpayer information.
8. Review completed tax returns for accuracy.
9. Ensure a copy of completed return is provided to the taxpayer.
10. Maintain accurate records of assistance provided.
11. Provide information about other programs that taxpayers may be able to utilize.