VITA Volunteer Intake Process for all roles

VITA Volunteer 3D Tax Services LLC Non‑Profit — 3D Community Operations

“We train tax pros and give back one return at a time.”

Become a certified VITA Volunteer and help us serve the community one return at a time. This onboarding packet includes everything you need to get started with 3D Community Operations, the nonprofit division of 3D Tax Services LLC. Perfect for individuals who want to gain tax experience, earn IRS certifications, support low‑income taxpayers, and join a professional volunteer team.

⭐ What’s Included

✔ VITA Volunteer Welcome Document

✔ Teams Volunteer Hub Link

✔ VITA Volunteer Intake Form Link

✔ IRS Certification Overview

✔ Volunteer Requirements Checklist

✔ Community Operations Mission Statement

✔ Next Steps Guide

✔ Support Contact Information

⭐ Program Benefits

✔ Gain real tax preparation experience

✔ Earn IRS VITA/TCE certifications

✔ Serve your community

✔ Work virtually or in‑person

✔ Join our Teams volunteer hub

✔ Access training materials

✔ Become part of a nonprofit mission

✔ Build skills for future tax employment

⭐ Who Can Volunteer

• Students
• Retirees
• Tax professionals
• Community members
• Anyone wanting to help others

No prior tax experience required — training is provided.

⭐ How It Works

1. Download your Welcome Packet
2. Join our Teams Volunteer Hub
3. Complete your VITA Intake Form
4. Upload required documents
5. Complete IRS certifications
6. Begin volunteering with 3D Community Operations

⭐ Contact Information

Dana Graham Mason

📧 Email: 3dtaxservicesllc@gmail.com

📱 Phone: 901‑307‑8370 or 901‑842‑6303

3D Tax Services LLC — 3D Community Operations (Non‑Profit)

“We train tax pros and give back one return at a time.”