1. Tax Assistance Project Information for Volunteers Legal Aid of North Carolina Willette M. Crews, Project Manager

2. The Objective TAP seeks to increase disposable income of low to moderate income citizens especially those eligible for EITC (Earned Income Tax Credit). Helping low-income families by preparing taxes brings money into our community and improves opportunities for all of us.

3. The Main Objective Put cash in the hands of people who need it most. Put cash in the hands of people who need it most.

4. What will TAP do? Prepare returns for low and moderate income taxpayers; Prepare returns for low and moderate income taxpayers; Electronically file federal and state returns; Electronically file federal and state returns; Taxpayers receive refund within 10 days in most cases; Taxpayers receive refund within 10 days in most cases; Provide more money for families. Provide more money for families.

5. Requirements for Volunteers Each preparer much be certified in Tax Law by the Internal Revenue Service Each preparer much be certified in Tax Law by the Internal Revenue Service Trained in TaxWise Online software Trained in TaxWise Online software Prepare taxes at one or more Tuesday evening sessions Prepare taxes at one or more Tuesday evening sessions

6. IRS Certification Go to http://www.irs.gov and drill down to the Link and Learn training module. Go to http://www.irs.gov and drill down to the Link and Learn training module.http://www.irs.gov Use the Test Tips and the IRS course materials to prepare for the test. Use the Test Tips and the IRS course materials to prepare for the test. Complete the ARRA and 13614-C modules as described in the Test Tips. Complete the ARRA and 13614-C modules as described in the Test Tips. Follow the links to complete the Basic Course module. Follow the links to complete the Basic Course module. Take the Test at the end of the course. Take the Test at the end of the course. Print the ARRA, 13614-C and Certification Certificates and send to Willette Crews. Print the ARRA, 13614-C and Certification Certificates and send to Willette Crews.

7. TaxWise Software Training Returns will be prepared with TaxWise Online software product Returns will be prepared with TaxWise Online software product Check with Site Coordinator for available dates Check with Site Coordinator for available dates

8. Get Session Work Schedule Complete certification by January 4, 2010 Complete certification by January 4, 2010 Tax sessions begin in mid-January Tax sessions begin in mid-January Check with Site Coordinator for schedule Check with Site Coordinator for schedule Notify Site Coordinator of changes in availability Notify Site Coordinator of changes in availability

9. Why Volunteer? To gain experience working with the public; To gain experience working with the public; To learn about tax laws; To learn about tax laws; To do something different that makes a difference. To do something different that makes a difference.

10. Thank you For every time that you have said that someone ought to do something…this time that someone is you. Thank you for volunteering.

11. Contact Information Please feel free to contact me with any questions or concerns: Willette Crews (919) 688-6396 x 434 (919) 688-6396 x 434 (919) 672-0264 (mobile) (919) 672-0264 (mobile) willettec@legalaidnc.org willettec@legalaidnc.org