Your path to becoming a certified VITA volunteer

Welcome to the VITA RESOURCES Volunteer Guide! This page is designed for both new and experienced tax preparing volunteers in Southwest Florida.  We'll show you how to navigate our comprehensive training materials and successfully achieve your certification. Get ready to make a difference in our community!

Your certification roadmap

The most important thing we want you to take away from this guide is a clear understanding of the steps to certify. We've laid out the process simply, with direct links to all the resources you'll need. Let's get started!

Step 1: Learn the material

Dive into our extensive training resources. We offer easy-to-read materials with practice scenarios, broken into short, digestible chunks to ensure thorough understanding. 

Step 2: Get certified

Once you feel confident, take the necessary steps to complete your certification. Our training prepares you thoroughly for this crucial step. We're here to support you along the way.

Step 3: Send your agreement

After certification, the final step is to send us your volunteer agreement. This completes your enrollment and officially welcomes you to the United Way of Lee, Hendry, Glades, Charlotte counties and Immokalee team. We look forward to working with you!

Step 1: Learn the material

Dive into our extensive training resources. We offer easy-to-read materials with practice scenarios, broken into short, digestible chunks to ensure thorough understanding. Choose your preferred language for training.

Step 2: Get certified

Once you feel confident, take the necessary steps to complete your certification. Our training prepares you thoroughly for this crucial step. We're here to support you along the way.

Step 3: Send your agreement

After certification, the final step is to send us your volunteer agreement. This completes your enrollment and officially welcomes you to the VITA RESOURCES team. We look forward to working with you!

Common questions from new volunteers

We know you might have questions like "Where do I start?" or "What do I do next?". This guide aims to answer those for you, ensuring a smooth and confident beginning to your volunteer experience with VITA RESOURCES.

"I don't know where to start."

It's natural to feel overwhelmed. Start with the "Your certification roadmap" section above. It outlines the three core steps: learn, certify, and submit your agreement. Each step includes links to the resources you'll need.

"What do I do? How do I do it? What is next?"

Our comprehensive training materials are designed to answer exactly these questions. From detailed lessons to practice scenarios and recordings, every piece of content is crafted to guide you. All training is built into other pages on this site, accessible through the roadmap.