Prepare + Prosper

A perfect fit for MNCPA members who want to give back


Back in 1971, it became clear to some MNCPA members that an individual’s access to high-quality tax assistance shouldn’t depend solely on one’s ability to pay for such services. These people came together to help form the Accounting Aid Society (now, Prepare + Prosper, known as AccountAbility Minnesota until 2014), an organization that began providing free tax preparation for low- and moderate-income Minnesotans.

Today, Prepare + Prosper accomplishes the important work it does with the help of more than 550 volunteers each tax season.

Fill out a volunteer application  

What will volunteers gain?

Volunteers remark on how satisfying doing this kind of work is, and that the impact is immediate. They also say the experience provides a great learning opportunity for them.

"MNCPA members have been our longest and most consistent supporters. Members have provided thought-leadership and have filled our volunteer roles perfectly. They have accounting expertise, which is a key requirement, and a desire to help others."
- Tracy Fischman, Executive Director, Prepare + Prosper

There are a variety of roles that they fill:

  • Tax return preparers: Our largest need.
  • Reviewers: Some volunteers with more experience serve as reviewers (all returns are reviewed).
  • Tax site specialists: These volunteers are the first point of contact and screen all potential customers to make sure they are eligible for our services and have the necessary documentation for tax preparation.
  • Financial advocates: These volunteers promote savings, pull and walk through credit reports, and screen customers for a number of state public benefits that they may be eligible for (e.g., food support, health care, etc.).
  • Volunteer financial planners: These volunteers are certified financial planners and work with customers on things like reducing debt, budgeting, understanding credit, and more. Credit is a particularly confusing yet important tool, as credit scores are often used to facilitate access to mainstream financial products, competitive interest rates, housing and even employment.
  • Self-employment tax preparers: This program is expanding, so volunteer opportunities are growing in this area.
  • Off-season volunteers: During the summer and fall, these volunteers help with prior year tax returns, renters’ credit rebates, property tax refunds, etc.

Every volunteer goes through Prepare + Prosper's training program, and all tax preparers and reviewers must pass an IRS certification exam.

Volunteer with Prepare + Prosper

Fill out a volunteer application

For more information about volunteering, contact Adam Faitek at afaitek@preparenandprosper.org or 651-262-2153.