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IRS Field Site Visit to Lawndale - We Passed!

Here is the email we received from Sergio Guzman, our IRS SPEC Relationship Manager. THANK YOU, Linda and Chris, for successfully meeting all of our QSR and VSC requirements!  Official report.

I would like to extend my appreciation to you and the rest of the volunteers at the CEP Lawndale site for their cooperation during the field site visit on March 7th. Field site visits are necessary to maintain the integrity of the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) Programs. Our visits evaluate the site’s overall adherence to Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC) and allow us to ensure the site is following established operational procedure.

Based on my observations and completion of Form 6729, I find this site is rated Met for all of the Quality Site Requirements and Volunteer Standards of Conduct.

In addition, the tax return selected for review was correct. Good job!

Conclusion

Overall, the site is well run and is staffed by committed volunteers. You have good operating practices in place to allow for the quality preparation of client tax returns.

Authored by Satori Bailey, Director of Asset Building Programs

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