Advanced Training Parts 1 & 2 (In-Person)

Start

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Jan 11, 2025
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9:00am ET

End

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Jan 11, 2025
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5:00pm ET

Description

This Advanced training is for those wishing to pass the IRS Advanced certification exam. Recommended for new volunteers who have already completed their Basic certification and/or returning/experienced volunteers.

This training will enhance your tax law skills and allow you to prepare advanced returns, as well as serve as a designated Quality Reviewer at a tax site. The training will cover advanced tax return scenarios and conclude with completion of the certification exam.


Prerequisites

New Volunteers: You must already be certified at the Basic level to attend this training.

This training requires completion of the following tasks PRIOR TO attendance:

  1. Becoming A Volunteer with CWF - 2025 (15 minutes)
  2. The Standards of Volunteer Conduct - 2025 (15 minutes)
  3. Pass the 2 introductory exams on Link&Learn (IRS Certification site) (20 minutes)
    1. Volunteer Standards of Conduct (10 questions)
    2. Intake/Interview & Quality Review (10 questions)
  4. Intro to TaxSlayer Practice Lab - 2025 (15 mins)
  5. Completing a Return in TaxSlayer - 2025 (5 minutes)

Location: Room 575, Ritter Hall Annex (Temple University), 1301 Cecil B. Moore Ave., Philadelphia PA 19122

Enter through the doors on Cecil B. Moore Ave.

Parking: There is both street and metered parking, as well as a paid parking lot (costs around $20)

SEPTA: Ritter Hall is located about 1 block from the Cecil B. Moore Broad Street Line station. It is also accessible by bus routes 4, 16, 3 and 23.

What to Bring:

  • Photo ID to present to the security person when you enter Ritter Hall Annex
  • Computers will be provided, but you are welcome to bring your own to use
  • Lunch will be provided for all Saturday trainings, and snacks/refreshments for all evening trainings