Serving Monroe, Owen, and Greene Counties

Free Community Tax Service Volunteer Hub

The Free Community Tax Service helps residents file federal and state returns for no charge, claim the Earned Income Tax Credit, if eligible, and receive 100 percent of their refund quickly and easily, typically in ten days or less. Last year's efforts helped residents file nearly 2,400 tax returns. Low- and moderate-income residents in Monroe and Owen counties saved over $705,000 in tax preparation fees, allowing individuals to put the money saved toward important expenses like rent, groceries, utilities, and education.

What is a Tax Hero?
Volunteers do not need to have any prior experience with preparing 
taxes, and will receive training and support in a positive, team-based environment.

Download the Tax Hero Recruitment Guide for more info!

Become a Free Community Tax Service Hero!
1. Sign-up

Follow this simple step-by-step guide that covers topics from training to how to sign up for shifts. **Coming Soon.

2. Get IRS Certified with Link N Learn 
All volunteers must get certified through the Link N Learn website.

Step-by-Step Guide w/ Pictures **Coming Soon

Indiana State Handbook

Uploading Your 13516 Guide w/ Pictures **Coming Soon

Training & Volunteer Sessions
Tax Law Training at Ivy Tech 
This in-person Tax Law training offered by Professor Elkes at Ivy Tech will cover basic and advanced topics to help you pass the IRS certification.
The 
3 hour session is repeated three times, so you can choose the most convenient time to attend.

TaxSlayer Training at Ivy Tech 
This session will be led by Professor Smith at Ivy Tech, and will walk through using the software you will use to enter returns.

Volunteer Kick Off 
Additional Training Guides **Coming Soon
These powerpoints have been put together by the IU Maurer Site Coordinators. They are not IRS approved, but should help you as you work through your certification tests.

Communications
This year we will try using Slack to communicate within our teams and with other tax heroes. Sign up at: slack.com 


Site Coordinator's Corner 
Visit the IRS page for site coordinator's here.

ACA Affordability Calculator 
This tool can help tax preparers determine eligibility for ACA exemptions. 

 

Timesheet 
Record your hours here.

Track your hours here.

Volunteer Appreciation 
**Coming Soon

FCTS Volunteer Coordinator:

Amy Leyenbeck, Community Initiatives Director
United Way of Monroe County
441 South College Avenue
Bloomington, IN 47403
amy [at] monroeunitedway.org
812-334-8370 x 11

 

Want to help strengthen the earnings potential in our community?

Please consider donating to the United Way Earnings Priority Fund. This fund helps hard working individuals and families get ahead by increasing their job skills and income potential, providing financial education, and building economic stability and independence.

Want to learn more about additional Earnings initiatives or the other building blocks for a good life -  Education and Essentials?

Related: 
  • Born Learning
  • Financial Stability Alliance
  • Monroe Smart Start
  • Familywize Discount Prescription Card
  • Bank On Bloomington