VITA Site Coordinator Training with LAVITA

This training prepares VITA Site Coordinators to effectively manage free tax preparation sites, supervise volunteers, ensure IRS compliance, and maintain high-quality services throughout the tax filing season. 

Topics Covered:

  • IRS VITA program guidelines and site requirements
  • Site Coordinator roles and responsibilities
  • Volunteer management, scheduling, and supervision
  • IRS Volunteer Standards of Conduct
  • Site operations and taxpayer intake procedures
  • Quality review and tax return accuracy
  • TaxSlayer software and site administration
  • Taxpayer privacy, security, and confidentiality
  • IRS site reviews and compliance requirements
  • Managing daily operations and resolving site issues
  • IRS Site Coordinator Certification requirements

Register for the Site Coordinator training.

When registering for the training, please indicate that you learned about the training from Baseline/Golden State Opportunity.

Learn more about LAVITA’s upcoming trainings.