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 over 2,800 tax returns! Low- and moderate-income residents in Monroe and Owen counties saved over $1.2 million dollars in tax preparation fees and received $2.9 million in refunds, 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.

    
 Listen to Tax Hero Laura Walter share about her Free Community Tax Service experience.
  
 

Read the Tax Hero Volunteer Description for more information on what it takes to become someone's tax hero. 

 

 

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

Complete this online application to start the process of becoming a Tax Hero. 

2. Start the Training and Certification process.  
All volunteers must get certified through the IRS Online certification portal, the Link & Learn website

Use this Step-by-Step Training Guide to help you through the certification process. 

 

Other Useful Training Tools:

Link & Learn Getting Started Guide

Using the Practice Lab (TaxSlayer Guide)

Indiana State Volunteer Handbook (For State Returns)

 

2019-20 Training & Volunteer Sessions 

Volunteer Kick-Off Meeting - Broadview, Ellettsville, City Hall, and SCCAP Sites
Where: Showers Building (City Hall), 401 N. Morton St., Bloomington
McClosky Room
When: Monday, January 13th, 6 - 7 pm.
 
Volunteer Kick-Off Meeting - Maurer, Chinese Student ,and Stone Belt Sites
Where: Maurer School of Law, 211 S. Indiana Ave., Bloomington
Room 121
When: Tuesday, January 14th, 6 - 7 pm.
 
Tax Law Training Class
Where: Ivy Tech; 200 Daniels Way, Room B201
When: Friday, January 17th, 9am - 12pm
Friday, January 17th, 1 - 4pm
Saturday, January 18th, 9am - 12pm
 
(ONLY NEED TO ATTEND ONCE, THE SAME SESSION IS REPEATED 3 TIMES FOR YOUR CONVENIENCE)
 
TaxSlayer Software Training Class
Where: Ivy Tech; 200 Daniels Way, Room B201
Friday, January 24th, 9am - 12pm
Friday, January 24th, 1 - 4pm
Saturday, January 25th, 9am - 12pm
 
(ONLY NEED TO ATTEND ONCE, THE SAME SESSION IS REPEATED 3 TIMES FOR YOUR CONVENIENCE)
 
Group Study Sessions:
Each site will determine its group study session date/time. Please contact your Site Coordinator for details. 
 
 
Click here to RSVP for all the training sessions you plan to attend.

 

Helpful Videos for Review: 

Intake Interview & Quality Review (31:32) explains how to use the intake form, how to interview clients, and how to conduct Quality Review

Conducting an Interview (11:32) demonstrates sitting with a client and going through the interview process using the intake form. 

Completing a basic return in TaxSlayer (35:38) shows completing a return within TaxSlayer from start to finish. 

 

 

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. 

 

 

Tax Hero Volunteer Coordinator:

Amy Leyenbeck, Community Initiatives Director
United Way of Monroe County
431 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