Filing For Freedom - Volunteer Registration (VIRTUAL)

Volunteer Sign-Up Form

Virtual Tax Return 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. However, the program’s success depends on strong, dependable volunteers such as you and others in the tax and legal community.

Thank you for registering to help! Please note that specific bases have approved Filing for Freedom volunteers for virtual volunteering. 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
Your Name*

PrefixFirst NameMiddle NameLast Name
Date of Birth

MonthDayYear
E-mail*
Phone Number*
Company
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Have you previously volunteered with Filing for Freedom?

YesNo
In general, what weeks would you like to Virtually Volunteer in 2025 (You may select more than one noting that when you can volunteer during a given week is at your convenience)*

Week of March 10thWeek of March 17thWeek of March 24thWeek of March 31stWeek of April 7th
What is your t-shirt size? *
What role would you like to volunteer for?*

GREETER: Reviews uploaded taxpayer information for completeness and scopePREPARER/REVIEWER: Provides tax return preparation and/or review services
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 of the following paths:

         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)

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

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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Volunteer Sign-Up Form

Your Contact Information