October 16, 2015

SCC: Returning Volunteer Training Schedule (2019-2020)

Welcome back, Returning Volunteers!

Remember that all training is OPTIONAL. Technically, you can just go straight to the test! However, we HIGHLY RECOMMEND in-person training, which should help you prepare to pass your certification exams again.

Here are your training options for learning the tax law and software:

ONLINE OPTION: Self-study and certification (MOST POPULAR)

Study the tax law and practice in your own free time! Follow your certification path and peruse our awesome training resources and online training modules for more information.

 

REFRESHER OPTION: Refresher Workshop (Santa Clara County)

Special note: There are only a limited number of in-person seats, so we will be livestreaming the event too! Sign up to attend in-person OR online via livestream, not both.
Date: Saturday, January 4th, 2020
Time: 9:30am-5pm
Location: ONLINE via Zoom webinar.
# of online seats: 75.
# of in-person seats: 25.
Instructors: Rick Hosey and the SCCL team!
Description: Session covers a comprehensive review of both Tax Law Changes and Advanced Tax Law Topics (lecture and practice problems).

Sign up for ONE of the following (an online webinar seat or an in-person seat):
Attend remotely from home: ONLINE LIVESTREAM OPTION: Refresher Workshop (Santa Clara County)
-OR-
Attend in-person @ SCCL: IN-PERSON OPTION: Refresher Workshop (Santa Clara County)

 

REFRESHER OPTION: Refresher Training Series (San Mateo County)

Dates:

  • Day 1 of 2: Thursday, January 30th, 2020 – 6-10pm
  • Day 2 of 2: Thursday, February 6th, 2020 – 6-10pm

Location: College of San Mateo
# of seats: 50.
Instructor: Donna Marcus and Alan Cremers
Description: Session covers a comprehensive review of both Tax Law Changes / Topics.
IN-PERSON OPTION: Refresher Training Series (San Mateo County)

 

STATE TAX LAW OPTIONS: CA State Tax Law Workshop

Special note: Sign up to attend in-person OR online via livestream, not both.
Date: Saturday, January 25th, 2020
Time: 9am-11am
Location: Sobrato Center for Nonprofits on Parkmoor
# of seats: 120.
Instructor: Representative from the CA FTB
Description: Session covers CA tax law — where it does and does not conform to federal, new credits, new changes. You can download the FTB 5130 Reference Manual. CA FTB will also be going over the state return section in the TaxSlayer software to point out where manual adjustments need to be made.

Sign up for ONE of the following (an in-person seat or an online webinar seat):
Attend in-person at Sobrato: IN-PERSON OPTION: CA State Tax Law Workshop
-OR-
Attend remotely from home: ONLINE LIVESTREAM OPTION: CA State Tax Law Workshop

 

OPTIONAL WORKSHOP: How to help at a DIY-Taxes VITA Site

Date: Thursday, January 16th, 2020
Time: 6:30-7:30pm
Location: ONLINE LIVESTREAM via Zoom
Instructor: Gezche Graves
Description: If your site offers DIY-Taxes (where taxpayers are preparing their own returns and volunteers roam the room answering questions), this session is for you! If you’re not sure if your site offers DIY-Taxes, ask your Site Coordinator. This session covers how a DIY-Taxes VITA site operates and how to use our screenshot guides to help taxpayers do their own tax returns using TaxSlayer FSA (i.e. the do-it-yourself version of TaxSlayer)
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OPTIONAL WORKSHOP: Foreign Student Certification

Special note: There are only a limited number of in-person seats, so we will be livestreaming the event too! Sign up to attend in-person OR online via livestream, not both.
Date: Saturday, January 25th, 2020
Time: 12pm-4pm
Location: Sobrato Center for Nonprofits on Parkmoor
Instructor: Magesh Jayapandian
Description: Session covers Foreign Student Certification and how to help Foreign Students using TaxSlayer FSA (i.e. the do-it-yourself version of TaxSlayer)
Eventbrite - Santa Clara County-- Foreign Student Workshop

 

OPTIONAL BUT HIGHLY RECOMMENDED: Drop-in Clinic / Office Hours

Date/location options:

  • Wed. 11/X, from X – X, @ United Way Bay Area – SJ
  • Tues. 12/X, from X – X, @ United Way Bay Area – SJ
  • Thurs. 12/X, from X – X, @ United Way Bay Area – SJ
  • Thurs. 1/X, from X – X, @ Sacred Heart Community Service
  • Thurs. 1/X, from X – X, @ Mountain View Public Library?
  • Thurs. 1/X, from X – X, @ Santa Clara City Library?
  • Sat. 1/X, from X – X, @ United Way Bay Area – SJ?

For: BOTH new and returning volunteers.
Description: Never fear, our experienced tax volunteers are here! Our clinics are a popular time for folks to work on their exams and get 1:1 help with their questions. Coordinators and experienced volunteers float around the room, helping folks with their questions. Both self-study volunteers and students from our in-person trainings are encouraged to attend a clinic as they prepare to certify for the upcoming season.

Some folks stay for the entire session while others only stop in to ask a few questions. We are not able to give you test answers but we can point you in the right direction regarding where to look in your resources! You are free to drop-in anytime and then leave at any time. Just be sure to register in advance so that we can staff the event with enough volunteers:
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