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Help Needed to Put the “Volunteer” in Volunteer Income Tax Assistance

Sacramento – The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs need volunteers to learn how to help prepare federal and state income tax returns for elderly, low income, handicapped, and non-English speaking taxpayers, the Franchise Tax Board (FTB) announced.

Although tax season is six months away, the VITA and TCE programs typically begin soliciting volunteers during the summer months. No tax preparation experience is required. Internal Revenue Service (IRS) and FTB personnel train all volunteers.

FTB and IRS training provides instruction for simple income tax return preparation, volunteer procedures, and volunteer report completion. Training is approximately 40 hours (32 hours of federal law and procedures, divided into four eight-hour sessions, and one eight-hour state law and procedures session). Many classes offer e-file training in conjunction with the tax law training. After the instructional training, volunteers will be ready to staff VITA/TCE sites. Volunteers are especially needed in the Sacramento and Yuba City areas.

To volunteer or find more VITA/TCE information:

  • By phone ­ call Sherry Zedlitz, FTB Volunteer Recruitment Coordinator, 916.845.3147
  • By Internet: visit www.ftb.ca.gov and look for the VITA/TCE Volunteers Needed under Featured Items.
  • Email: volunteercoordinator@ftb.ca.gov
  • Write: Public Education Team; Franchise Tax Board; PO Box 651; Sacramento, CA 95812-9928; Attention: Sherry Zedlitz

VITA/TCE sites are typically located in community centers, libraries, churches, schools, and senior centers.