United Way of Palm Beach County is currently accepting VITA volunteers for tax season 2017.

 

VITA Volunteers Make a Priceless Impact!

The VITA Program is an invaluable service United Way of Palm Beach County has been providing to the community for the last thirteen years. It targets individuals and families with low-to-moderate incomes who are eligible for tax credits. The program has prepared more than 116,000 tax returns yielding over $184 million in refunds and providing and estimated $274 million economic impact for Palm Beach County.

Last year alone, we recruited, trained and deployed 160 volunteers. Volunteer participation resulted in 8,300 hours and an in-kind value in excess of $170,000. This makes your one hour of volunteer time worth over $2,000. Talk about real value!

Volunteers are the key to the VITA Program's success. As we enter the program's fourteenth year of service, United Way needs your help recruiting 200 volunteers. A commitment of four hours per week is required during tax season from 21 VITA site locations throughout Palm Beach County offering a flexible schedule including weekdays, evenings and weekends. Volunteering for the VITA Program is an extremely rewarding opportunity! No experience is required and there are opportunities that don’t involve preparing taxes.

Become a VITA Volunteer TODAY!


VOLUNTEER OPPORTUNITES

All VITA volunteers will receive a background check upon completion of training and certification.

Greeter 

Welcome taxpayers and oversee the sign-in process   |    Conduct initial screening of taxpayers

Tax Preparer

Meet with taxpayer to gather information, review documentation and prepare tax return

Site Coordinator

Manage VITA site and volunteers   |   Provide support, answer questions and provide quality review of tax returns

Commitment

January 17– April 18, 2017  |  Minimum of 4 hours per week

  • Training and successful completion of test required 
  • Site locations available from Boca Raton to Jupiter and out west to Belle Glade
  • Hours vary per site, flexible scheduling is available (weekdays, weekends, evenings)

View the Volunteer Profile Form (Please complete and return the form via fax or email).


TRAINING AND CERTIFICATION

View the Volunteer Training Schedule

Greeters

Two hour course

  • Successfully complete:
    • Volunteer Standards of Conduct Training
Tax Preparers

New Volunteers

16 hour beginner course

  • Successfully complete:
    • Volunteer Standards of Conduct Training
    • Intake & Interview and Quality Review Training
    • Basic Tax Law and TaxWise Software Training
  • New volunteers are encouraged to take the advanced level test but it is not required

Returning Volunteers

Six hour refresher course

  • Successfully complete:
    • Volunteer Standards of Conduct Training
    • Intake & Interview and Quality Review Training
    • Review of updated Tax Law and TaxWise Software Training
  • Returning volunteers are required to take the advanced level test certification
Site Coordinators

Six hour course   |   Experienced tax preparers only

  • Successfully complete:
    • Volunteer Standards of Conduct Training
    • Intake & Interview and Quality Review Training
    • Review of updated Tax Law and TaxWise Software Training
    • Site Coordinator Administrative Training
  • Required to take the advanced level test certification and Health Saving Account module

VOLUNTEER RECRUITMENT RESOURCES

Use these free downloadable resources to help United Way of Palm Beach County recruit volunteers and promote the VITA Program for tax year 2017.

Flyers and Posters

Sample Materials


QUESTIONS?

Contact the Vice President of Volunteer Services, Donna Pulda at 561-375-6621 or DonnaPulda@UnitedWayPBC.org for more information.

Accreditations

 

 
 
 
 
 
 
 
 
 

Contributions benefit United Way of Palm Beach County, a not-for-profit tax-exempt organization. “A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION OF UNITED WAY OF PALM BEACH COUNTY, CH802, MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1. 800.435.7352 WITHIN THE STATE OF FLORIDA, OR AT www.freshfromflorida.com/Divisions-Offices/Consumer-Services. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.”
United Way of Palm Beach County receives 100% of each contribution.