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We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless, but when an opportunity comes up that aligns with our mission of improving people’s lives through better understanding of their personal finances, we can’t help but pass it along.

For the last several years, one client in particular has found a unique way of giving back through the AARP Foundation.  One of the many, many facets of the Foundation is their Tax-Aide program.  The core of the program is helping low-income seniors with tax preparation which, in 2013 alone, it did ably for more than 2.6 million Americans.

Carrying out that mission requires an immense volunteer effort across the country and the Greater Cincinnati area is no exception.  Please read our client’s thoughtful appeal below and consider the many ways in which this might fill a need to stimulate your brain, stay active and help others in your life.


Volunteer with the AARP Foundation Tax-Aide Program!  We are the nation’s largest volunteer-run tax preparation and assistance service.  And we want you to join us.

Who volunteers?  People like you.  There’s a role for everyone, and no prior tax knowledge is necessary.  We need numbers people, people people, tech folks, managers, and more.

Have a knack for running things?  Be a Leadership or Administrative Volunteer.

You’ll manage volunteers, make sure program operations run smoothly, track volunteer assignments and site activities, and maintain quality control.

Good with logic and numbers?  Be a Tax Volunteer.

You’ll work with taxpayers directly, filling out tax returns and helping them seek a refund. Experience isn’t necessary – we’ll train you on the latest tax preparation forms and software.

Skilled in all things digital?  Be a Technology Coordinator.

You’ll manage computer equipment, ensure taxpayer data security and provide technical assistance to volunteers at multiple sites.

Love working with people?  Be a Greeter.

You’ll welcome taxpayers, help organize their paperwork and manage the overall flow of service.

Want to help us get the word out?  Be a Communications Coordinator.

You’ll promote AARP Foundation Tax-Aide and recruit volunteers in your community.

Speak a second language?  You’re urgently needed!

We have a big demand for bilingual speakers. Dedicated translators who can assist our volunteers are also welcome.

Our 200+ volunteers in Greater Cincinnati helped 20,000 tax payers in 2012.  We need you to help maintain and improve our service.  For more information on our work and to volunteer please click here and visit AARP Foundation Tax-Aide.


Thanks for reading and have a great week!!