Free Tax Clinic
This page is dedicated to the initiatives that are serving Pickaway County. As our county changes initiatives change and additional challenges may be addressed. The core values of Pickaway County Community Foundation are exemplified with these initiatives.
Hours of Operation
By appointment ONLY-No walk-ins will be serviced
Monday & Tuesday 11a-7p
Friday & Saturday 11a-5p
eligibility requirements
- Must be a Pickaway County resident
- Must have a household income of $57,000.00 or less
- Must bring a valid form of Identification to complete the appointment. The ID must not be expired. Most common forms of acceptable ID’s:
- State Issued Driver’s License
- State Issued Identification Card
- S. Passport
- Military ID
- Canada/Mexico Consulate ID
- If clients are claiming anyone as a dependent, they are required to bring the social security of the person they are claiming.
- If clients are filing with someone jointly both parties are required to be at their intake interview.
- Clients will need to bring all their taxable income documents with them to their intake meeting. The most common forms of taxable income are:
Scheduling appointments
Call 740-477-8171 to schedule an appointment beginning Jan 31. Clients will be required to attend 2 appointments. The first is the intake where they provide the necessary documents. The second, scheduled the same time and day, one week later, will be to review and process their return.
Become a volunteer today
JOIN OUR TEAM-Pickaway County Community Foundation Volunteers needed for FREE Tax Clinic
We are looking for volunteers to provide high-quality, free tax preparation to low- to moderate-income individuals and families throughout Pickaway County, February 4-April 15, 2022. Hours are Monday/Tuesday 11a-7p and Friday/Saturday 11:00a-5:00p.
Volunteers are crucial to our success. “Many of the tax credits help fill the void between what working families earn and what they need to avoid the financial cliff.”, says Jama Cobb, PCCF Grant Coordinator. “These tax credits can combine to provide a refund to low-income households, becoming their largest paycheck of the year, accounting for up to 45% percent of their annual income. Additionally, these families save up to $250 in tax preparation fees which allows them to use those funds on day-to-day expenses. It is also a win for our local economy. Those refunds, more than likely, get put right back into our local businesses.”
We have numerous volunteer opportunities at our FREE Tax Clinic site, located at the Pickaway County Library, 1160 North Court Street, Circleville, throughout the 2021 tax season.
Send an email of interest to jama.cobb@yourpccf.org or call the Pickaway County Community Foundation 740-477-6207, indicating your area of volunteer interest.
Volunteer Jobs Available
Under the guidance of the site coordinator, training is provided to all volunteers.
Purpose of position:
Provide FREE tax return preparation assistance to taxpayers in the community with the goal of creating increased financial stability.
Length of Commitment:
January 31 through April 19: During tax season, volunteer at times that fit your needs. We ask that you commit to a minimum of 14 hours per week.
Qualifications:
The ability to listen, ask informed questions, and help clients accurately prepare their returns.
The ability to demonstrate enthusiasm, initiative, flexibility, and empathy.
The ability to work with diverse groups of individuals from various socio-economic backgrounds.
Training is provided for all volunteers so familiarity preparing taxes is not necessary.
Benefits:
You will help people take a first step toward financial stability while enhancing your résumé with valuable experience.
You will also be able to apply classroom learning to real-world situations and utilize abilities like second language skills.
You will strengthen your relationship with fellow volunteers and with your local community. An hour of your time can help local families begin their journeys toward financial stability.
Attorneys, certified public accountants, certified financial planners, and enrolled agents are eligible for up to 18 continuing education credits by serving as a VITA volunteer
Support & Training:
January: Attend tax law and software training. Multiple training sessions will be held at different times throughout the month.
January: Become certified by the IRS to prepare tax returns.
Responsibilities:
Review and complete intake forms with clients.
Prepare tax returns at site of your choice.
Counsel clients about tax issues such as filing status and eligibility for credits.
Depending on training and experience, prepare special returns such as back-year, schedule C, or amended returns
Work with Site Coordinators to address any issues or questions.
Purpose of position:
Intake volunteers keep the tax site flowing smoothly by greeting clients as they come in, ensuring that they have the necessary paperwork and documents, and pairing them with tax preparers as they become available.
Length of Commitment:
January 31 through April 19: During tax season, volunteer at times that fit your needs. We ask that you commit to a minimum of 7 hours per week.
Responsibilities:
Greet clients as they arrive at the VITA site.
Maintain a sign-in sheet.
Notify Intake Specialist when appointments arrive/cancel.
Check to make sure that they have the necessary paperwork to file a return.
Occasionally, intake staff help by calling taxpayers to remind them of their upcoming appointments.
Scope of Commitment:
In order for the Coalition to provide high-quality tax preparation services, Intake Specialists must make the following commitments:
Complete a brief Volunteer Standards of Conduct training and certification online before volunteering.
Have the ability to volunteer between January and April
Qualifications:
Attention to detail
Positive attitude
Works well with diverse populations of clients and volunteers
Strong verbal communication skills
Purpose of position:
Intake volunteers collect the tax documents and scan them into the tax filing software system for tax preparers to process.
Length of Commitment:
January 31 through April 19: During tax season, volunteer at times that fit your needs. We ask that you commit to a minimum of 7 hours per week.
Responsibilities:
Check to make sure that they have the necessary paperwork to file a return.
Upload appropriate documents to the tax filing software system.
Review for accuracy.
Scope of Commitment:
In order for the Coalition to provide high-quality tax preparation services, Intake Specialists must make the following commitments:
Complete a brief Volunteer Standards of Conduct training and certification online before volunteering.
Have the ability to volunteer between January and April
Qualifications:
Attention to detail
Positive attitude
Works well with diverse populations of clients and volunteers
Strong verbal communication skills