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.

To volunteer as a financial coach in our Money Mentors program, email Sara at volunteer@prepareandprosper.org. For tax clinic volunteer opportunities, click the button below.

Tax Clinic Volunteer Opportunities

Check out our volunteer gigs.

Virtual Roles

Virtual Tax Preparers: Preparers are the heart of the tax preparation process at Prepare + Prosper. Virtual Preparers meet with customers over our online platform to prepare their taxes in real time.

Drop-off Preparers: This Preparer position will prepare tax returns for customers who are unable to join our virtual clinics. Without direct customer interaction, Drop-off Preparers can get right down to the numbers!

Zoom Hosts: The Host is the greeter for our virtual clinics and make it an enjoyable experience for customers! They welcome customers into the virtual clinic, place them in the right room to meet with their preparer, and answer any questions about the virtual tax prep process.

Virtual Hybrids: A Hybrid volunteer can play both the Virtual Preparer role and Reviewer depending on what is needed. They are our Volunteers-Of-All-Trades!

Financial Advocates: The Advocate plays a dual role in our virtual clinic of co-host and financial knowledge expert. They greet customers upon entry, help get customers into the correct room, and are available for financial conversations of all kinds!

Checkout Specialists: This position is the final hurrah of the tax return process. They meet with customers virtually to talk through and finalize their return. They get to see the end result and send the customer off feeling good about having their taxes completed.

Reviewers: The Reviewer is the second set of eyes on every tax return! They are seasoned volunteers who ensure accurate tax returns and provide helpful, supportive feedback to our preparers.

In-person Roles

Ultimate Scheduler: The Scheduler is essential to successfully serving our customers and is our first line of support! They support the front desk staff with fielding phone calls, scheduling appointments and answering initial customer questions.

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.