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Message from the President

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Dear IMA Members:

My name is Kyle Hoeing and I am the Evansville Chapter President for the 2019-2020 year. To give a little background of myself, I am from Rushville, Indiana, a rural community approximately an hour east of Indianapolis. While attending USI, I become actively involved in IMA in 2014 ...read more

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Chapter News

  • VITA Program Sign Up

    VITA – Volunteer Income Tax Assistance
    Preparer Volunteer

    Purpose: To help low to moderate income families receive free tax preparation.

    Time Commitment: January – End of tax season – includes trainings
    Site Volunteers are needed to commit to availability of 50% of the tax season- approximately 8 or more sessions (16 hours)
    Virtual drop-off volunteers are needed to commit to approximately 16 to 20 completed returns at your convenience

    Responsibilities/Duties:
    • Attend required annual tax training
    • Complete IRS on site certification program
    • Volunteer agrees to schedule availability in advance with VITA Program Officer
    • Interview customer to determine if all income, deductions and allowable credits are claimed
    • Prepare tax returns
    • Virtual drop-off volunteers will need to work independently and requires prior tax preparation experience.
    • Assist with set-up and tear-down of computers and printers, as needed

    Responsibilities/Contributions:
    • Excellent customer service
    • Strong computer skills
    • Good Communication/listening skills
    • Ability to relate to people in a positive and nonjudgmental manner
    • Must maintain client confidentiality
    • Ability to be detailed oriented and record information
    • Ability to pass a training program
    • Assist with set-up and tear-down of computers and printers, as needed

    Training/Required Certification: Initial VITA Program overview meeting, Classroom training or self-study through Link and Learn and a passing score of 80% on the exam. Training is provided by IRS and VITA


    Benefits:
    • Free professional training
    • Gain or build upon valuable knowledge of financial empowerment
    • An opportunity to serve your community and LIVE UNITED

    Additional Details
    Volunteers should be between the ages of 18 and 90.
    Is Not Family Friendly
    Register by Jan 1, 2020
    Is Not Outdoors
    Is Wheelchair Accessible
    • Excellent customer service
    • Strong computer skills
    • Good Communication/listening skills
    • Ability to relate to people in a positive and nonjudgmental manner
    • Must maintain client confidentiality
    • Ability to be detailed oriented and record information
    • Ability to pass a training program
    • Assist with set-up and tear-down of computers and printers, as needed More

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