The Tax Project provides brief services and advice to hundreds of taxpayers by phone. However, many issues call for the professional help that tax attorneys, Enrolled Agents and CPA’s can provide. We rely on tax professionals’ pro bono services to help our low-income clients and unrepresented litigants. Volunteering with the Tax Project is a great opportunity to gain more experience with a mentor’s help, become more involved in individual cases, and represent clients. For experienced professionals, the Tax Project provides a way to help someone in need.

While there are many ways to volunteer with the Tax Project, one of our greatest needs is volunteers who will accept cases for further assessment, advice and representation. We conduct a thorough intake and screening process for all cases, including several telephone interviews and reviewing the client’s documents and account with the IRS. The Justice & Diversity Center provides malpractice insurance for all cases accepted through the Tax Project.

Very experienced volunteers can also assist at the U.S. Tax Court’s calendar calls in San Francisco, providing limited-scope advice and assistance to self-represented petitioners.

Volunteer Resources

• Working with Low-Income Taxpayers Video Training – Introductory training to working with low-income taxpayers.
• Working with Low-Income Taxpayers Desk Guide – A companion desk guide to the video training.