Tax Aide Schedulers & Facilitators

Schedulers

Schedulers arrange appointments for taxpayers at approximately 20 tax preparation sites county-wide. Appointments are made using the Acuity scheduling software. In addition, schedulers explain to taxpayers what information and items must be brought to their Tax-Aide appointment. Schedulers work in a central scheduling office located at Holiday Park Senior Center, 3950 Ferrara Drive, Wheaton, MD.  Hours of operation are 9:00 am to 4:00 pm Monday to Friday starting Monday, January 27, 2020. The Scheduling Office is open until April 15, 2020. We ask that volunteers commit to at least one 4 hour shift per week throughout the tax season.

Client Facilitators

Facilitators work at the tax preparation sites to welcome taxpayers and distribute the necessary forms.  They maintain the appointment logs, ensure that taxpayers are helped in an appropriate order, and assign each taxpayer to a Tax Counselor.  We ask that volunteers commit to at least one day per week during tax season, February 1 – April 15.  

Schedulers and Facilitators

Some volunteers like to work one day in the scheduling office making appointments and one day onsite helping tax payers.   If you are interested in this option, please choose Scheduler/Facilitator as role on the registration form.

Training for Schedulers and Facilitators

Training for Schedulers and Client Facilitators will be held: 

Friday January 24, 2020
1:00 pm - 3:30 pm
Holiday Park Senior Center
3950 Ferrara Drive, Room 20 (2nd Floor)
Wheaton, MD 20906

Volunteer 

Positions for all volunteers are filled for the 2020 tax season.  

We look forward to working with you during the coming tax season!  Together we can make a difference helping low-to-moderate income Montgomery County taxpayers, especially those 60+, meet and fulfill their civic obligations.

Questions? Email montgomerycountytaxaide@gmail.com