For Volunteers

Thinking about becoming a volunteer?

2018 TRAINING SCHEDULE


Training for all volunteers which focuses on tax law and issues for low income tax payers will take place at the end of January-beginning of February 2018. 


Saturday Jan. 27, 2018 9 am to 5 pm @ Fordham Law, 150 W 62nd St .
CPE credit: 7 hours

OR both

Mondays Jan. 22 and Jan. 29, 2018, 6 to 9 pm. @ Fountain House, 425 W 47th St.
CPE Credit: 6 Hours.  


Basic and Advanced Training will be offered.

Light snacks and refreshments will be available. Feel free to bring your own dinner, 
there are delis and fast food restaurants in the area. 


TRAINING: CLASSES

All volunteers, regardless of experience level, must attend training. The class you are assigned to is based on your years of experience with CTA.

BASIC – Everyone is invited to Basic Training. COURSE CONTENT – This class consists of an introduction to CTA and a review of Federal and New York tax rules with special emphasis on the low-income individual. In addition, we will review interviewing techniques, including live scenarios. Finally, we have a walkthrough of the preparation of a mock tax return using our tax software.

ADVANCED/MANAGERS – By invitation only. This class is open to our most experienced volunteers and those who manage our storefronts. COURSE CONTENT – Attendees will receive a review of complex Federal (ex. The Affordable Care Act) and New York tax rules. In addition, prior year tax returns prepared by CTA will be discussed.

ATTENTION CPAs: Each class has been approved for Continuing Professional Education (CPE) credit as indicated. However, credit for training will be granted only after completing at least eight (8) hours at any one or combination of storefront locations.

 

Advance Preparation for volunteers 

FYI: You may pick up IRS materials at any IRS offices(see below). Most materials for tax year 2017 (the one we will be doing this year) will not be available until late December or later.   We’ll let you know in our newsletter when printed forms are available.   

Bronx: 1200 Waters Place Bronx, NY 10461 (map it)

Brooklyn: 625 Fulton Street Brooklyn, NY 11201 (map it)

Manhattan: 2283 Third Ave. NY, NY 10035 (map it)

Manhattan: 290 Broadway NY, NY 10007 (map it)

Manhattan: 110 West 44th Street NY, NY 10036 (map it)

Queens (Rego Park): 59-17 Junction Blvd. Rego  Park, NY 11368 (map it)


Look over chapters in Pub.17 covering filing status, exemptions, dependents, and  income. In addition, review Federal (1040, 1040a) and New York State (IT-201) tax forms and instructions.

Publication 17 and federal forms are available on the IRS website. Their address is www.irs.gov. New York State forms can be obtained from the NYS website: www.tax.ny.gov

While not mandatory, reviewing these materials before training will help you understand the subject matter.

 

2018 STOREFRONT LOCATIONS/ Dates
Dates: February 8  - April 14
Most sites will be closed one date in the middle of the season.


BRONX

South Bronx - Saturday morning
Nos Quedamos
754 Melrose Avenue (at 156th Street) 10455 (map it)

West Bronx - Some Saturday mornings
Bronx Works
2070 Grand Concourse 10457 (map it)

BROOKLYN

Bedford Stuyvesant - Saturday mornings
IMPACCT Brooklyn
226  Lefferts Place (@ Franklin) 11238 (map it)


QUEENS

Corona - Saturday morning or Saturday Afternoon
Office of Assemblyman Jeff Aubry
98-09 Northern Boulevard (@ 98th Street) 11368 (map it)

Flushing - Saturday morning or Saturday afternoon.
Flushing YMCA 
138-46 Northern Boulevard (@ Bowne Street) 11354 (map it)

MANHATTAN

Upper West Side - Monday evening
Goddard-Riverside Community Center
647 Columbus Avenue (@ 91st Street) 10025 (map it)

Mid-West Side - Wednesday evening
Housing Conservation Coordinators
777 Tenth Ave. (@ 53rd St.) 10019 (map it)

Fountain House - Sunday afternoon(Not open to the public - Fountain House members only)
Fountain House
425 West 47th Street (between 9th & 10th Avenue) 10036 (map it)

Chelsea - Thursday evening
Hudson Guild (Fulton Center)
119 Ninth Avenue (bet. 18 & 19th Streets) 10011 (map it)


TRAINING LOCATIONS

All SATURDAY, Jan 27, 2018  classes will be held at The Fordham University School of Law, 140 West 62nd Street. Enter via the 62nd St entrance. A class listing will be posted in the lobby. (7 CPE Credits)

Both Monday weeknight, January 22 and January 29, 2018 classes will be held at Fountain House, 425 West 47th Street. A class listing will be posted in the lobby. (6 CPE Credit)


ATTENTION CPA’s: Each class has been approved for Continuing Professional Education (CPE) credit as indicated. However, credit for training will be granted only after completing eight hours at any one or combination of our storefront locations.

We look forward to seeing you at our training sessions. 

In case of severe storms, please call our answering machine at 646.200.5080 to hear if we are changing times, dates or canceling the session. We will have last minute information by 5pm for the Monday training, and 7am for the Saturday training. We will also send an email to those on our mailing list. If the Saturday class is canceled, please make an effort to attend our Monday classes, and vice versa.