Volunteer Financial Guide
Volunteer Financial Guides help low-income Boston Area residents assess their current financial situation and make plans for a prosperous future!
The Volunteer Financial Guide provides a vital tax intake experience for taxpayers by providing screening for tax preparation, tax prep eligibility, as well as interpreting and advising the client on their credit report. Volunteer Financial Guides support the client by referring services, and encouraging clients to opt-in to tax-time savings options. Financial Guides provide an essential service in advising clients on their financial choices.
Guides will have the opportunity to participate in the IRS training and take the IRS Certification test to participate in the volunteer program.
Financial Guides are placed at a tax site at the discretion of the Coalition Asset Building Program Coordinator, while keeping in mind the preference of the Guide as well.