New and Returning VITA Volunteer Training @ St. Matthews

VITA Tax Training:  Income Tax Preparer

December 8, 9 and 10, 2025

New and Returning Volunteers Certification Course @ St. Matthew's Christian Community Care Center

Please plan to attend all 3 sessions to receive the training and information necessary to certify.

Parking is free and all training materials are provided at no cost to you. Lunch will be provided. 

Description

VITA is Volunteer Income Tax Assistance Program (VITA) provides income tax assistance to individuals and families in our community. No tax experience is necessary. We will train you! All volunteers must be certified annually through these training seminars. 

What Will I do?

Tax Preparer responsibilities include:

• Preparing a Form-1040 tax return for taxpayers who qualify for free tax assistance.
• Volunteers will certify at the advanced level and those who wish to certify at other levels may participate in additional training.
• Answering basic taxpayer questions and refer taxpayers for additional assistance as necessary to local the IRS office, Low Income Taxpayer Clinics (LITC), etc.
• Informing clients about other services available through the RealSense partners.

In order to provide the highest level of service to clients, Tax Preparers must become IRS-certified, either through a series of classroom training sessions, or on-line. Tax Preparers must pass the IRS Volunteer Standards of Conduct, the Intake and Interview Quality Review and the Tax Preparer Advanced level Certification tests.  In addition, volunteer tax preparers are asked to commit to serving a minimum of 40 hours during the January – April tax season.

If you find that you are unable to attend the training session, please let us know within 48 hours so we can open space for someone else to attend. Kindly log into your profile to de-select the training from your schedule.

If you have any questions, feel free to contact the RealSense Program and Services Coordinator: Aretha Franklin at arethaf@uwnefl.org or 904-348-7577 or the RealSense Tax Program Manager: Steve Norris at steven@uwnefl.org or (904) 390-3250.