Training and technical assistance

Start or grow free tax assistance in your community

We work with organizations across Minnesota to help them develop, improve and grow their free tax preparation and financial services.

We want to partner with you to share the wealth of knowledge that we’ve gained along the way. We tailor our training and technical assistance to meet your organization’s unique needs.


What are our areas of expertise?

  • Tax site management
  • Volunteer management
  • Tax site marketing and outreach
  • Savings and loan program
  • Tax preparation software
  • E-file administration
  • VITA policies and procedures
  • Federal and Minnesota tax law


How do we share?

  • Classroom training
  • Webinars
  • Conference calls
  • Listserv
  • Share site
  • One-on-one support
  • On-site support
  • Volunteer training


Contact Heather Frank at 651-262-2158 or heather[at] to talk about what we can do for your organization.