Volunteer with the Boston Tax Help Coalition
Volunteer applications for the 2025 Tax Season are open! To sign up, click the appropriate link:
- Sign up to be a Volunteer Tax Preparer
- Sign up to be a Volunteer Financial Guide
- Returning volunteers, click here to access your account
Learn more information about the volunteer positions available below.
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Have questions? Contact:
Volunteer Tax Preparers
People who wish to volunteer as Tax Preparers do not need prior tax experience. We will provide the necessary training. Tax Preparer volunteers use IRS TaxWise software to prepare and file taxes with eligible taxpayers. Volunteers can serve at any site or a combination of sites.
Volunteering Process:
Volunteers should commit to at least 4 hours a week at their selected tax site. At some sites, volunteers will provide face-to-face services. At other sites, taxpayers will drop off their tax documents and volunteers will prepare the taxpayer’s return once they leave.
TRAINING PROCESS:
All new volunteers must take the training. The training is available online and in person and will focus on the topics below:
- Tax law
- The correct use of reference materials
- Software training
- Tax return practice
- The IRS certification exam
All volunteers (new and returning) must pass the IRS Basic Tax Preparation certification exam to volunteer at a tax site.
Volunteer Financial Guides
Volunteer Financial Guides help low-income Boston Area residents assess their financial situation and plan for the future. They provide a tax intake experience for taxpayers by screening for:
- tax preparation
- tax prep eligibility, and
- interpreting and advising clients on their credit report.
Financial Guides support clients by referring services and encouraging clients to opt-in to tax-time savings options. Guides provide an essential service in advising clients on their financial choices.
Guides participate in IRS training and take the IRS Certification test to take part in the volunteer program.
The Coalition Asset Building Program Coordinator places volunteer guides at a tax site. Guides commit to working 4 hours a week, or 20-30 hours across the tax season.
Volunteer Frequently Asked Questions
Frequently Asked QuestionsEvery year, the Coalition enables low-income families to avoid the fees and high interest rates associated with commercial tax preparers. Through our services, taxpayers can utilize government benefits and obtain information necessary for financial growth. In 2024, the 335 Boston Tax Help volunteers helped almost 12,000 taxpayers get $22 million in refunds, including $7.3 million in Earned Income Tax Credit.
We are looking for volunteer tax preparers and volunteer financial guides. Find complete description of each volunteer position here.
Absolutely! We train volunteers from all walks of life and guide volunteers throughout the training and volunteer process.
Upon registering as a volunteer, you will receive an email within one business day that includes a link to training sign-up.
All returning volunteers will need to get re-certified each year. While we believe that in person training has the most value, for those with experience, and the commitment for asynchronous training, training videos will be available later in the training season. Returning volunteers can access their accounts here.
Volunteers have a choice to volunteer in-person or virtually at our tax sites. Find a list of tax preparation locations here.
Your site coordinator will contact you in December/early January.
Yes, site coordinators offer site orientation in January for all volunteers. Your site coordinator will notify you of possible dates in January for orientation.
All volunteers are requested to be trained (and certified) by the end of January 2024, to begin volunteering by February 2024. Some sites open earlier, so you should check with your Site Coordinator for specific start dates.
Volunteers are respectfully requested to volunteer at their selected tax site at least 4 hours a week, or for a total of 30 hours throughout tax season.
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Have questions? Contact:
