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MetroCASH Returning Volunteer Tax Preparer Training

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United Way of Greater Richmond & Petersburg

2001 Maywill Street

Suite 201

Richmond, VA 23230

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NOTE: This is a one day training. Select one day from the drop down menu. The schedule is 9:00 a.m. to 4:00 p.m. each day.


This one day training will serve as a refresher training for returning volunteers to pass the IRS certification test at the Basic level. Volunteers will receive reference materials and the test/retest at the training along with information about VITA sites. All certification tests are open book; the focus not on memorization but to learn how to use the reference materials.

This training is recommended for all returning volunteers who want to certify as a basic tax preparer. Once completed, volunteers are encouraged to attend the Advanced tax law training. In testing, one does NOT need to certify at Basic before certifying at the Advance level.

Training is broken down into the following sessions:

Intake/Interview & Quality Review Process

Basic Tax Law

Affordable Care Act

TaxSlayer software training


Lunch and snacks will be provided!

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Date and Time

Location

United Way of Greater Richmond & Petersburg

2001 Maywill Street

Suite 201

Richmond, VA 23230

View Map

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