Filing For Freedom - Volunteer Registration (VIRTUAL) Logo
  • 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

  • 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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