A project of JC Craig Consulting (Craigimpact.com).
A resource hub and community for VITA, LITC, and TCE programs nationwide.
Free tax preparation programs change lives. The Society for Free Tax Assistance supports the volunteers, coordinators, and site partners who make free tax assistance possible with practical resources, program guidance, and a growing network of peers doing this work nationwide.
The Society is a project of JC Craig Consulting (craigimpact.com). We’re building a peer network of organizations and individuals who provide free tax assistance.
The Society’s Tax Assistance Resource Library
A growing collection of consumer-facing materials and operational documents for running your Free Tax Assistance Programs. Browse and download what you need to support your free tax assistance program.
Society for Free Tax Assistance Meetings
Join the VITA Meet-up
What is the VITA Meet-up?
The VITA Meet-up is a once-weekly online discussion of the VITA/TCE program leaders and site coordinators. The discussion focuses on the programmatic and operational delivery of free tax assistance rather than the tax code and the details of return preparation.
How can I join the meeting?
Registration is quick—once you sign up, you’ll automatically receive the join link and a calendar invite for every upcoming session.
Leading Free Tax Coalitions and working in partnerships
This once-monthly discussion is for people who lead tax assistance efforts with multiple organizations. The discussion focuses on supporting the work and interests of multiple organizations working in collaboration. The VITA Meet-up focuses on delivery services to taxpayers. The leading coalition focuses on how organizations support each other.
How can I join the meeting?
Registration is quick—once you sign up, you’ll automatically receive the join link and a calendar invite for every upcoming session.
The Society Blog: Meeting Notes, Tax Updates, and Sundry
Recaps from the VITA Meet-up, notes on program policy, and updates from the field.
Meet-up Notes 08/26
Society for Free Tax Assistance: VITA Meet-up Notes Date: August 26, 2026 Topic: Site operations — greeting, intake & waiting-room flow Administrative Updates Software Vendor Update Appointment Models in Use Greeting & Screening Intake Assistance & Document Handling Consumer-Facing Handouts & Referral Materials The Greeter Role: Recruiting & Structuring It Waiting Area: Signage, Comfort &…
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Society for Free Tax Assistance: VITA Meet-up Notes
Date: August 19, 2026 Topic: Site outreach, communication tools & tax-software update Administrative Updates Accessibility & Civil Rights Site Visits Framework: Mapping the Taxpayer Experience Early Outreach: Getting the Word Out Before Season Managing Call Volume & Communication Channels Appointment Prep: The “What to Bring” Checklist Virtual & Drop-off Filing Considerations Software Update: Tax-Prep Vendor…
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VITA Meet-up Notes 08/11/2026
Society for Free Tax Assistance: VITA Meet-up Notes Date: August 11, 2026 Topic: Recruitment recap & social media outreach strategy What’s on Your Mind? Updates from the Field Recap: Recruitment Basics (Low Cost, High Return) Recap: Targeted Outreach & Non-Prep Roles Social Media Messaging Platforms in Use Recruitment Events & Outreach Tactics Working with IRS.gov-Referred…
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Society for Free Tax Assistance 