Middlesex Community College, Edison campus, 2600 Woodbridge Avenue, Edison, NJ 08817
SESSION FOR ALL VOLUNTEERS. This is a separate workshop from the Certification Sessions. Tax laws concepts and application are not covered in this session.
Friday January 10, 9-12pm Crabiel Hall, Room CB 222.
Attendants will be engaged in the following:
- Revisit the scope of the VITA Tax program, expectations & limitations
- Sensitivity issues when engaging tax clients, conversation starters with your clients
- Working with the Intake Form and information gathering for returns in contingency/emergency situations (Taxslayer down, no internet connection, insufficient Preparers and/or Quality Reviewers, back-up of clients at site.
- Tax Time Savings, Form 8888 for splitting the refund, Opening PNC refund cards for clients.
- Improving Preparer quality with self-review techniques, Communication between Preparer & Quality Reviewer. Quality Reviewer effectiveness & checklist.
- Handling difficult clients.
United Way of Central Jersey teams up with the IRS and community partners each year to provide free tax services through the United Way Income Tax Assistance Program. Volunteers will prepare returns at one or more of our many locations in Middlesex County.
For the 2019 filing season just ended, United Way of Central Jersey saved residents over $700,000 dollars in tax preparation costs through free, qualified tax preparation. According to the IRS, United Way and its partners are leading providers of volunteer income tax assistance in New Jersey.
"This service is aimed at low and moderate income taxpayers," said Gloria Aftanski, President of United Way of Central Jersey. "For the 2019 filing season, over $3,160,000 was returned to residents of the community in the form of tax credits and refunds."
The IRS has selected United Way to direct a coalition of community partners in order to increase the reach of the VITA (Volunteer Income Tax Assistance) Program.
Let us know if you need additional information by contacting Charmaine Rodriguez by email: crodriguez@uwcj.org or 732 247 3727
Thank you for your interest in VITA!
