Training Overview

Both new and returning volunteers can print the Path to Becoming a Certified Tax-Aide Volunteer, which provides a list of basic steps that need be be completed in order to certify for one of our positions and can be used to track your progress as a Client Facilitator or a Counselor.

You District may offer volunteers a variety of training options, to include:

• New Volunteer Orientation in November or December.

• In-person Classroom training for new Counselors in December or January

• Google Meet Office Hours hosted by the instructors to provide assistance or address topics of interest in December and January,

• In person refresher training for returning volunteers

• In person training on Advanced Topics

• Access to Training Resources for self-study, and

• In-person Certification workshops in January.

Experienced volunteers certifying as Counselors may choose to follow the self-directed Express Training Syllabus, which has it’s own form for tracking your progress.

So check with your District Leadership to find which training options are available to you and choose the method that works best for you and let’s get started!