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.

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 Link & Learn website

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

 

Other Useful Training Tools:

Link & Learn Getting Started Guide

Using the Practice Lab (TaxSlayer Guide)

Indiana State Volunteer Handbook (For State Returns)

 

2019 Training & Volunteer Sessions

  • Working with Taxpayers 101; 1315 E 10th St., School of Environmental and Public Affairs (SPEA) room A221

Tuesday, November 27, 7- 8 pm

  • Volunteer Kick-Off Meeting; Location/Time/Date TBD 

 

  • Tax Law Training Class; Ivy Tech- 200 Daniels Way, Room B201

Friday, January 18: 9am-12pm,

Friday, January 18: 1pm-4pm,

Saturday, January 19: 9am-12 pm 

*Sessions are repeated three times for your convenience, you only need to attend once. 
 
  • TaxSlayer Software Training ClassIvy Tech- 200 Daniels Way, Room B201
Friday, January 25: 9am-12pm,

Friday, January 25: 1pm-4pm,

Saturday, January 26: 9am-12 pm 

*Sessions are repeated three times for your convenience, you only need to attend once. 
 
  • Group Study Sessions;  IU campus (exact location TBD)

Date/Times TBD; Week of January 20-27, 2019.

Volunteers are invited to join us for group study sessions when Site Coordinators and other experienced volunteers will be on hand to help you find the information you need to answer difficult questions and clarify any topics with which you are struggling.

 
Click here to RSVP for all training sessions you plan to attend. 


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
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