Steps to Volunteering for the Portland Metro Area*
Get Ready to Make a Substantial Difference in Your Community.
As an IRS certified Tax Counselor, you will join a dedicated group of volunteers who assist thousands of low and moderate income taxpayers and seniors to file their taxes.
How do I become a Tax Counselor?
We want every one of our volunteers to have a gratifying and enjoyable experience. We have volunteers who have been preparing taxes with AARP Tax-Aide for over 25 years and continue to find their service rewarding. To ensure a successful tax season for you and our taxpayers, here are the steps.
- Complete your application online if you have not already done so on this website.
- Attend orientation for additional information on training, IRS certification, locations and more. Orientation takes place in late November and early December. We will email an invitation.
- Register for training online. The registration deadline is January 9th.
- Study for your IRS certification and attend your classes. In addition to study materials and classes, we will support you by providing an experienced volunteer as your mentor and drop-in study labs. To learn more about training options, visit Volunteer Training.
- Take and pass the Standards of Conduct, Intake/Quality Review and Advanced IRS certification tests by the deadline in late January. These tests are open-book and you have more than one opportunity to pass if needed. Our goal is to support every volunteer in passing.
- Once you are certified, you will be assigned to one of our 50 tax preparation sites based on interest and availability.
- Have a fun and successful filing season.
- Have access to high speed internet for training.
- Be available to prepare taxes from February 1 through April 17.
- Contribute 4 consecutive hours per week during the tax season, or more if you like.
- We have a commitment to high quality returns, which requires a personal desire to prepare an accurate return.
- You will work with a variety of people in your experience as a volunteer. Willingness to communicate, empathize, and understand your clients’ needs is vital.
You can expect…
- Ongoing support from your fellow volunteers to answer questions and review of all returns for accuracy.
- An appreciative and encouraging environment that supports diversity in volunteers and taxpayers.
- Gratitude from the taxpayers you are helping.
To make a difference!!!
* For tax sites in Multnomah, Clackamas and Washington Counties