• Volunteer Sign-Up Form

    Virtual Preparation
  • Numerous state CPA associations, numerous bar associations, and the American Bar Association’s tax and pro-bono committees have joined forces to offer volunteer tax preparation services at a handful of bases for active military personnel.

    Thank you for registering to help! Please note that these bases are set up for virtual volunteering on certain weekdays and weekends in February and March.  Please be sure to indicate your availability below.

    After you submit this form, a member from our team will follow up with a welcome packet that includes frequently asked questions and information on the training certification modules that will need to be completed prior to volunteering.

  • Your Contact Information


  • Required Training Certification for Volunteer Roles:

    GREETERS:

         1. Volunteer Standards of Conduct (Ethics) Exam (no CPE/CE credit)

         2. Intake/Interview and Quality Review Exam (no CPE/CE credit)

    PREPARERS & REVIEWERS:

         1. Volunteer Standards of Conduct (Ethics) Exam (no CPE/CE credit)

         2. Intake/Interview and Quality Review Exam (no CPE/CE credit)

         3. And one or more of the following:

             a. Circular 230 Federal Tax Law Test (no CPE/CE credit)

             b. Basic Exam (no CPE/CE credit)

             c. Advanced Exam (14 hrs CPE/CE credit after 10 volunteer hours onsite)

             d. Military Exam (18 hrs CPE/CE credit after 10 volunteer hours onsite)

    For a Preparer or Reviewer, the quickest path to certification is to take the Circular 230 Federal Tax Law Test in addition to the Volunteer Standards of Conduct Exam and Intake/Interview and Quality Review Exam.

    Generally, none of the exams above have any prerequisites except for the Military Exam, which requires you to pass the Advanced Exam first.

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