Volunteer Roles

Greeter – you will provide support to the site by welcoming taxpayers and asking them to fill out the necessary paperwork prior to seeing a tax preparer.

Greeters prepare for this position by learning LTM Greeter procedures and are trained and certified in Volunteer Standards of Conduct and Intake/Interview and Quality Review.

 

Basic Preparer – During your first year with VITA, you certify as a basic preparer. 

Training includes how we operate our LTM VITA sites, training in Volunteer Standards of Conduct and Intake/Interview and Quality Review.  You will learn how to use the software and basic tax law.

 

Advanced Preparer – Returning volunteers certify as advanced preparers.

Training includes how we operate our LTM VITA sites, training in Volunteer Standards of Conduct, Intake/Interview and Quality Review, and advanced tax law.

As an Advanced Preparer, you will also review tax returns completed by other tax preparers to ensure every taxpayer receives top quality service and that the tax returns are error-free.

 

Site Coordinator – Our Site Coordinators are advanced preparers that oversee the site.  Besides preparing returns and doing Quality Reviews, their main responsibility is to be available to the preparers as they have questions.