AARP Foundation offers low and moderate income taxpayers with free, individualized, and no-strings-attached tax assistance and preparation services through their volunteer run Tax-Aide program. In 2014, 35,000 compassionate volunteers at over 5,000 sites provided 2.6 million people with free tax help. Taxpayers who used AARP Foundation Tax-Aide received $1.3 billion in income tax refunds and more than $257 million in Earned Income Tax Credits (EITCs). You do not need to be a member of AARP or a retiree to use this service.
HOW DOES TAX-AIDE FIT IN WITH OCA’S MISSION?
“Our partnership with the AARP Foundation Tax-Aide program could help potentially thousands of low- to middle- income Asian Pacific Americans save money on tax preparation. Ultimately, OCA’s involvement will help restore a few dollars to the pocketbooks of those who need it most within the Asian Pacific American community.”
Michael W. Kwan, OCA’s National President.
In our mission to embrace the hopes and aspirations of the Asian Pacific American community, OCA is constantly exploring ways to improve the economic situation of families in our communities. The American tax system is riddled with complexities that may make filing taxes difficult for the AAPI community. Our partnership seeks to address these complexities by recruiting volunteers that are aware of these issues and can work within their community to help address them, so that AAPIs walk away from tax season with all the benefits they are eligible for.
·Language Access: One third of the AAPI population is limited English proficient. This means filing taxes can be hard for many of these individuals, and understanding and realizing all the credits and deductions they are eligible for may be difficult.
·Elderly Population: The elderly population is among the most at risk during tax season, because there are many credits and deductions they are eligible for that they may not be aware of and are living on a fixed income for retirement so every dollar counts. Additionally, the elderly are frequently not able to take advantage of technology that makes filing easier and may be more susceptible to tax filing scams that can reduce the amount they receive from their refund.
· Low-income families: For families who don’t have much, every dollar counts. The Tax-Aide program helps these families stay afloat by eliminating the cost of hiring a paid tax preparer and by realizing credits and deductions they may not have been aware of.
People like you. And there's a role for everyone. Get the joy and satisfaction of helping others by applying to join the AARP Foundation Tax-Aide volunteer team today! Your expertise will be appreciated more than you can imagine.
Speak a second language? You're urgently needed!
We have a big demand for bilingual speakers. Dedicated translators who can assist our volunteers are also welcome.
Good with numbers? Be a tax volunteer.
You'll work with taxpayers directly; filling out tax returns and helping them seek a refund. Experience isn't necessary — we'll train you on the latest tax preparation forms and software.
Skilled in all things digital? Be a technology coordinator.
You'll manage computer equipment, ensure taxpayer data security and provide technical assistance to volunteers at multiple sites.
Love working with people? Be a greeter.
You'll welcome taxpayers, help organize their paperwork and manage the overall flow of service.
Want to help us get the word out? Be a communications coordinator.
You'll promote AARP Foundation Tax-Aide and recruit volunteers in your community.
Have a knack for running things? Be a leadership or administrative volunteer.
Manage volunteers, make sure program operations run smoothly, track volunteer assignments and site activities, and maintain quality control.
To sign up by phone or for more information: please call Nick Lee at (202) 223-5500 x 118.
FREQUENTLY ASKED QUESTIONS?
Where is Tax-Aide?
Tax Aide is around the country and in your community. With 35,000 volunteers, there is no shortage of sites in most areas. Sites are open annually from late January/early February to April 15. During that time, you can locate a site near you by returning to this page.
Do I need any special skills? Do I need to speak a second language?
You do not need any special tax, math or language skills. There are volunteer roles available to meet every interest and ability and training is provided
How long is the commitment?
Volunteers are expected to attend a training session from the IRS to be certified to volunteer with taxpayers. In general, a volunteer is expected to attend three shifts every two weeks between February and mid-April on tax day.
Is the Tax-Aide program legitimate and certified?
The Tax-Aide program is offered in conjunction with the IRS, and is actually recommended by the IRS to taxpayers in need of assistance.
Do I have to be an OCA Member?
You do not have to be an OCA Member to volunteer or take advantage of the service.
Do you have to be a member of AARP to take advantage of the service? Are there income limits?
The Tax-Aide program is not restricted to AARP members and is intended for low-to-moderate income taxpayers. There are no income limits but the type of returns filed is limited.