Call Center: 888-709-0630
Thank you to everyone who supported Free Tax Prep this year! United Way of the Mid-South continued our mission of helping low to moderate-income families file their tax returns with our dynamic approach of the Drive-Thru Drop-Off service. While remaining socially distant, we ensured our clients were still able to get the most out of their returns.
 
Please call United Way’s Relief Call Center powered by Driving The Dream at 1-888-709-0630 for tax return information and stimulus questions.
 
Again, thank you for the trust you put in United Way, our Free Tax Prep program, and the many volunteers who serve the community with this important service.

Help thousands of individuals and families get the most from their tax returns! Free Tax Prep is a proud part of United Way’s Driving the Dream initiative to improve the lives of individuals & families, helping people move out of poverty & see their dreams come true.

You can volunteer and make a dramatic difference for people in poverty. Help people in need drive their dreams of financial freedom and peace of mind with United Way’s Free Tax Prep program. Imagine assisting a family with three children with nearly $6,557 in tax credits to help escape poverty and make their dreams come true (based on 2019 EITC maximum credit amounts, IRS). United Way Free Tax Prep is helping thousands of households across the Mid-South with less than $56,000 of income, and we need your help!

United Way Free Tax Prep brings refunds where they’re needed most.

Through recruiting and training volunteers to help people prepare and file their income taxes, United Way is bringing income back to the Mid-South, improving the lives of individuals, families, and boosting our local economy. When a family struggling to make ends meet uses our free tax preparation help instead of (often) spending hundreds of dollars with tax preparers, it can make a huge difference. United Way Free Tax Prep also helps people avoid predatory lending practices at less-than-reputable tax centers, and provides access to information about savings, financial literacy, and healthy financial practices.

A program making a difference you can see

Last year, United Way Free Tax Prep helped bring in over $14.4 million in refunds and ensured over $4.5 million in Earned Income Tax Credits were claimed by local citizens. The average refund was over $1,275.00.

United Way’s Free Tax Prep program is a vital part of our Community Impact Strategic initiative to move more families and individuals out of generational poverty. Local United Way volunteers serve as tax preparers, greeters, screeners, site coordinators and other key roles to help people receive a “tax time boost” in the form of refunds to create stronger financial lives.

There are no upcoming events at this time

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Follow our Free Tax Prep program on Twitter and “like” us on Facebook. 

Help us spread the good news about United Way Free Tax Prep with your friends.

You can volunteer and make a dramatic difference for people in the community. Help individuals in need to drive their dreams of financial freedom and peace of mind with United Way’s Free Tax Prep program.

JOIN US! Apply today and begin one of the most rewarding experiences of your life by clicking the Volunteer Here button below and filling out the Free Tax Prep Volunteer Application.

We look forward to working with you!

Volunteer Roles & Responsibilities

All Volunteers must meet the IRS certification requirements. Volunteers can attend a 16 hr. training class in Tax Law and Tax Slayer Software, self-study or use the IRS’ Link and Learn Taxes e-learning program. 

The free training and materials will be provided by the Internal Revenue Service (IRS) and United Way of the Mid-South. 

Volunteers are protected under the Volunteer Protection Act of 1997.

Volunteer Requirements — must possess a friendly attitude and adhere to the privacy and confidentiality of taxpayers’ information. All volunteers must commit to 30 hours of service during the tax season. (Mid-January through mid-April) 

Ensure they receive the necessary training to feel confident in their roles. 

Provide feedback and support throughout tax season.

welcome customers and assist with sign-ins, scheduling standards of conduct and surveys. 

◊ Acquire Certification (Standards of Conduct) 

◊ Possess a friendly smile and desire to help others

◊ Welcome clients to the free tax prep site 

◊ Direct taxpayers where to sign in 

◊ Distribute forms that must be completed to receive tax assistance 

◊ Direct clients on the locations of public restroom(s) 

◊ Schedule or reschedule appointments 

◊ Direct tax law questions to screener

help taxpayers complete our short interview process and assist people with the paperwork they need to meet with a tax preparer.* 

◊ Acquire Certifications (Standards of conduct, Intake/ interview, basic) 

◊ Verify taxpayer(s) qualifications for free tax assistance 

◊ Verify in-take sheet to ensure completion prior to interview process 

◊ Verify all identification documents and income statements

  1. Must be originals, no photo copies accepted 
  2. Examples include Social Security card, State Issued ID, Identity Theft PIN, Passport, etc.

◊ Assign clients to tax preparers based on their level(s) of certification 

◊ Answer general tax law questions utilizing Publication 4012 and 17 

◊ Direct technical tax law questions to Site /Assistant Site Coordinator

connect people with tax credits and refunds by preparing federal and state tax returns. 

Acquire Certifications (Standards of Conduct, Intake/ Interview & Quality Review, Advanced, HSA) 

Optional: can certify to Military, International, Puerto Rico and Foreign Students 

◊ Be able to explain tax laws and guidelines concerning situations when non-taxable income is considered taxable (ex: social security, etc.) 

◊ Re-verify all identification documents prior to assisting taxpayers Must be originals, no photo copies accepted – ex: Social Security Card, State Issued ID, Identity Theft PIN, Passport, etc. 

◊ Prepare federal and state returns electronically and paper return if taxpayer(s) can’t file electronically 

◊ Advise taxpayer(s) that quality review must be done before they can receive a copy of their tax return 

◊ Advise taxpayers that they are responsible for information on their returns 

◊ Address all tax questions and resolve any discrepancies before taxpayer(s) sign Form 8879, giving permission to electronically file their tax return(s)

◊ Acquire Certifications (Standards of Conduct, Intake/ Interview & Quality Review, Advanced, Military, HSA) 

Optional: can certify to International, Puerto Rico and Foreign Students 

◊ Review prepared tax returns with taxpayer(s) 

◊ Be able to explain the return process and refund or balance due 

◊ If taxpayer owes taxes, discuss procedures to avoid balance due for next year 

◊ Explain payment options, penalties and interest 

◊ Discuss Smart Save Challenge, FEAB products and direct deposit 

◊ Advise taxpayers that they are responsible for information on their returns 

◊ Address all tax questions and resolve any discrepancies before taxpayer(s) sign Form 8879, giving permission to electronically file their tax return(s)

open and manage a Free Tax Prep site, oversee volunteer personnel, capture results, review returns for accuracy, work alongside United Way team members and IRS staff. 

◊ Acquire Certifications (Standards of Conduct, Site Coordinator Training, Intake/Interview & Quality Review, Advanced, Military, HSA) 

Optional: can certify to International, Puerto Rico and Foreign Students 

◊ Manage the operation of the free tax sites 

◊ Coordinate volunteers work schedules and activities 

◊ Maintain inventory of supplies and equipment 

◊ Collect and report statistics data 

◊ Contact taxpayers when necessary to resolve rejects 

◊ Maintain site coordinator’s handbook , alerts and tax updates 

◊ Maintain documentations of all volunteer’s certification(s)

◊ Acquire Certifications (Standards of Conduct, Site Coordinator, Intake/Quality Review, Advanced, Military, HSA) 

Optional: International, Puerto Rico & Foreign Students 

◊ Assist site coordinator in operation of free tax sites 

◊ Perform the duties of site coordinator in his/her absence 

◊ Quality Review prepared tax returns with taxpayer(s) 

◊ Be able to explain the return process and refund or balance due 

◊ If taxpayer owes taxes, discuss procedures to avoid balance due for next year 

◊ Explain payment options, penalties and interest 

◊ Discuss Smart Save Challenge, FEAB products and direct deposit 

◊ Answer technical tax law questions and resolve tax discrepancies

We wish to recognize our supporters

Please thank these organizations for helping make United Way Free Tax Prep possible!

FreeTaxPrepSponsors