VOLUNTEER


Whether you’re preparing taxes or coaching people to their financial goals, you’ll change lives and make an immediate difference. And have a little fun while you’re at it.

Check out our volunteer gigs.

Time frames for volunteer gigs vary throughout the year. Click on the description for more detail.

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Intake Specialist
Be the ultimate host. Keep things running smoothly at the tax clinic. Check people in and out. Make sure everyone has all the paperwork and ducks in a row before seeing a tax preparer.
Tax Preparer
Become the tax guru you dream of being. Prepare tax returns and get our customers their maximum refund. Encourage them to meet with a financial advocate to talk money and savings.
Tax Reviewer
Take a second look at tax returns prepared by other volunteers at our tax clinics. Make sure nothing was missed and put the seal of approval on our top-notch service.
Financial Advocate
Make tax time a money moment. Encourage people to save some of their refund. Offer financial products and services that will help people get control of their finances and plan for the future.
Financial Coach
Listen, encourage, support, and help people create a plan and stick to it. You’ll work one-on-on with people working to reach their financial goals.

Where tax and money geeks unite!

When you volunteer, you’re giving back but you’re also getting in return. Meet like-minded people who love talking taxes and money, learn the nitty gritty through our high-quality trainings, join us for social events, and be a part of a team of geeks who are changing the world.

Meet Like-Minded People

We often hear volunteers say they’ve finally found their people. A place where they can connect with others who geek out over taxes, finances, and problem solving.

Expand your knowledge

We offer expert training to get you ready for your volunteer job. We dig into the nitty-gritty to equip you with knowledge and skill to help people with taxes, finances, and planning for the future.

Have a blast

We know how to make this work fun. Happy hours, game nights, contests, and more.

Squeezing every penny is kind of our thing.


We provide quality services that make a big impact on people’s pocketbooks and financial lives, and are always asking ourselves how we can do it better.