Monmouth County (2-day) - Income Tax Training - January 2025

Get Connected Icon Jan 10, 2025 through Jan 17, 2025
Get Connected Icon 10am 2:00pm
Expired

Description

!! Update on Workshop location!!

Place: Monmouth County Human Services

Address:  3000 Kozloski Road (3rd floor computer lab)

Freehold, NJ 07728


Monmouth County (In-Person) Tax Training                                    

Workshop: 10:00AM - 2:00PM 

It is important to attend both workshops to complete the full training. 

January 10: Part 1

January 17: Part 11

LinkLearn Page: VITA/TCE Central your one-stop shop for volunteer training

Pdfs links of study resource materials are below:

Publication 6744: VITA/TCE Volunteer Assistor's Test/Retestf6744.pdf

Publication 4491: VITA/TCE Training Guide: p4491.pdf: p4491.pdf

Publication 4012: VITA/TCE Volunteer Resource Guide: p4012.pdf

Prerequisite: 

All registrants are being asked to complete the following two (2) online trainings before the workshop meets on January 10th. 

1. Volunteer Standards of Conduct (VSC) training (Ethics)

Link to Publication 4961, Ethics training: https://www.irs.gov/pub/irs-pdf/p4961.pdf


2. Intake Interview & Quality Review training:

Link to Publication 5101, Intake Interview & Quality Review training:

https://www.irs.gov/pub/irs-pdf/p5101.pdf


 
Workshop Location in Freehold:

3000 Kozloski Road, Freehold NJ 07728

Computer Room on the 3rd floor


United Way of Central Jersey: Phone Contact: 732 247 3727 X 216 (cell 732 239 6696)

Email contact: crodriguez@uwcj.org

  • Each year United Ways and other non-profits help their community by completing thousands of free tax returns, for people in need through the Volunteer Income Tax Assistance (VITA) program, resulting in thousands of dollars being kept in our communities. United Way of Central Jersey in collaboration with a host of Monmouth County community partners are recruiting additional volunteers in various capacities to help with this effort.

  • Training is provided to assist volunteers with completing the required certifications. The sites anticipated opening dates are from February 7, 2025 - March 25, 2025 (weekly on Tuesday)

  • Volunteers will volunteer at any one of two sites; the Community Affairs Resource Center (CARC) in Freehold and/or the Launch Center in Asbury Park to provide this valuable service.

Income Tax Preparer / Quality Reviewer: (Prepare federal & state tax returns for electronic e-file)

Certifications required (3)

1. Ethics test (open-book test)

2. Intake/Interview module (open-book test)

3. Basic OR Advanced level Certification (open-book test)


 

Details

Get Connected Icon Volunteers should be between the ages of 16 and 75.
Get Connected Icon Is Not Outdoors
Get Connected Icon Is Wheelchair Accessible

Location

Get Connected Icon 3000 Kozloski Road
Freehold
New Jersey, NJ  07728