1. Introduction 1

2. Background and History Started in 2005, serving 2000 clients Now serves over 10,000 clients each year Over 25 tax sites Free tax preparation benefits the community in many ways o Clients avoid exorbitant filing fees and refund anticipation checks o Refunds are spent in local economy o EITC lifts families and children out of poverty 2

3. What Makes a Successful Volunteer Ask questions Be on time Call the Volunteer Coordinator in advance if you cannot make it to your volunteer shift 216-658-7444 Be professional Have fun! 3

4. Volunteer Opportunities Greeter o Required ethics certification Tax Preparer o Required ethics and tax law certification o Multiple certification levels offered Translator/Greeter o Required ethics certification 211 Phone Operator/Appointment Setter Required in-person training at United Way Sign up to volunteer at www.refundohio.orgwww.refundohio.org o Click Volunteer Now to create a volunteer account o You will be required to present Photo ID at your volunteer site 4

5. Training Options IRS Power Point training http://apps.irs.gov/app/vita/sitemap.jsp Online training videos o http://www.refundohio.org/news/Resources http://www.refundohio.org/news/Resources In person training o http://refundohio.volunteerhub.com/SignIn.aspx?ReturnUrl=%2fEvents%2fI ndex http://refundohio.volunteerhub.com/SignIn.aspx?ReturnUrl=%2fEvents%2fI ndex Already familiar with tax law? Take the certification test now o www.linklearncertification.com www.linklearncertification.com o Email certification (13615) to volunteer@refundohio.orgvolunteer@refundohio.org 5