"I can say with confidence that with each challenging case I have had professional support and leadership guiding me." LC, CEP volunteer since 2012

Training

 

Volunteer training is designed to make our opportunities accessible for all volunteers regardless of experience. Sign up for courses during volunteer registration, or log in to update your schedule.

Since space is limited, we do not publish dates and locations of classroom trainings on our website. Class details are available during volunteer registration.

New Tax Preparer

Training covers tax law, TaxWise software and CEP tax site procedures. Dates and locations for classroom sessions are listed in the volunteer registration system. Required courses include:

Course Length Format Course Availability
Let's Get Started1 hourOnlineNovember to January
Basic Tax Preparation 11 hourOnlineNovember to January
Basic Tax Preparation 2 2 hours Online November to January
Affordable Care Act (ACA) 1 hour Online November to January
The Volunteer Experience1.5 hoursOnlineNovember to January
Basic Tax Preparation 3 3 hours Classroom January
Basic Certification Test1-3 hoursOnlineJanuary

Returning Tax Preparer

Volunteers with tax preparation experience at CEP sites are offered an abbreviated training program that covers tax law changes. Required courses include:

Course Length Format Course Availability
Let's Get Started 1 hour Online November to January
Affordable Care Act  1 hour Online November to January
The Volunteer Experience 1 hour Online November to January
What's New?45 minutesOnlineNovember to January
Basic Certification Test1-3 hoursOnlineJanuary

New and Returning Tax Site Specialist and Savings Coach 

CourseLengthFormatCourse Availability
Let's Get Started1 hourOnlineNovember to January
CEP Tax Site Overview   10 minutes Online November to January
The People We Serve10 minutesOnlineNovember to January
Site Specialist Skills1 hourOnlineNovember to January

 

Credit Geek

Volunteers receive one-time training with the Financial Capability staff in May. 

Tax Representative

The Tax Clinic staff orients tax representatives and provides ongoing support as needed.