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Site Navigator Volunteers:
Site Navigators handle customer intake (checking identifications, handing out in-take forms, managing the waiting list), conduct customer surveys (a 10-question survey to probe customer behaviors, interests, and needs), explain the consent process and offer additional services at our sites through our “Money Menu.” Training is required and regular volunteer courses (16-hours in length) are set in December and January of each year. IRS requirements for activity in this role require the passing of an ethics exam and enrollment as a volunteer through the Omaha EITC Coalition.
Site Navigators handle customer intake (checking identifications, handing out in-take forms, managing the waiting list), conduct customer surveys (a 10-question survey to probe customer behaviors, interests, and needs), explain the consent process and offer additional services at our sites through our “Money Menu.” Training is required and regular volunteer courses (16-hours in length) are set in December and January of each year. IRS requirements for activity in this role require the passing of an ethics exam and enrollment as a volunteer through the Omaha EITC Coalition.
Tax Preparer Volunteers:
Tax Preparers meet one-on-one with customers and complete a thorough interview to understand the customer's situation and needs. The Federal and state tax returns are completed with participation from the customer. Training is required and regular volunteer courses (60-hours in length) are scheduled for September-December of each year. IRS requirements for activity in this role require the passing of an ethics exam, Advanced Certification in tax law, and enrollment as a volunteer through the Omaha EITC Coalition.
Tax Preparers meet one-on-one with customers and complete a thorough interview to understand the customer's situation and needs. The Federal and state tax returns are completed with participation from the customer. Training is required and regular volunteer courses (60-hours in length) are scheduled for September-December of each year. IRS requirements for activity in this role require the passing of an ethics exam, Advanced Certification in tax law, and enrollment as a volunteer through the Omaha EITC Coalition.
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