Tax Counseling for the Elderly - Alliance on AgingAt — Alliance on Aging
Alliance on Aging provides Federal and State tax preparation services to individuals throughout Monterey County at no cost to the client. The program is highly valued by the community and our clients are most appreciative of this service which we've hosted for decades.
Training and Time Commitment:
- 36 hours of training is required to prepare volunteers for the role, covering tax law, software usage, and IRS certification.
- Nov. 2 - Dec. 14, 2024
- No training on Nov. 30 due to Thanksgiving weekend
- In addition to training, 25 hours of service must be completed during the tax season (Feb - Apr 2025)
- Important: The 25 service hours are a required part of fulfilling the service-learning obligation. Both training and service hours must be completed before we can sign off on any service-learning requirement.
Must pass the tax preparer exam in order to serve as tax preparer. Will serve as an intake specialist during tax season if certification is not achieved.
This opportunity offers hands-on experience in tax preparation while supporting a vital community program. If you have any questions or need further details, please don’t hesitate to reach out!
3 service learners
- Background Check (e.g. fingerprinting/livescan, driving record)
- Must be 18 or older
- Bilingual Desired
IRS required trainings are provided by our Tax Coordinator and IRS Analyst. The Tax Coordinator is on site within our office on designated days the Student will work.
Photos of our clients is not allowed without prior approval by Agency and consent of our client. Unrelated, our agency pays cost of the background check.