Filing For Freedom - 2023 Volunteer Registration (VIRTUAL)

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
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
Virtual Volunteer Location Preference*

Joint Base Andrews (MD)Randolph Air Force Base (TX)Fort Knox (KY)Fort Polk (LA)Fort Sill (OK)Fort Myer (VA)No Preference
Date(s) you would like to Virtually Volunteer in 2023 (You may select more than one)*

Friday, March 31Saturday, April 1
Select your preferred availability on the above virtual dates (You may select more than one)*

9:00 AM - 11:00 AM (EST)11:00 AM - 1:00 PM (EST)1:00 PM - 3:00 PM (EST)3:00 PM - 5:00 PM (EST)
What is your t-shirt size? *
What role would you like to volunteer for? (You may select more than one)*

GREETER: Welcomes taxpayers and reviews their information for completenessPREPARER: Provides tax return preparation servicesREVIEWER: Reviews prepared tax returns and ensures quality serviceLEADERSHIP: Works with Region Site Coordinators and Filing for Freedom leadership team
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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Volunteer Sign-Up Form

Your Contact Information