TY2025 CASH Volunteer Agreement Submission Form

  • MFS CASH Oregon TY2025 Volunteer Agreement Submission Form

    For assistance completing this form, please email brandon.vance@mfs-cashoregon.org. NOTE: If you are planning to volunteer as a Tax Preparer, Quality Reviewer, or Site Coordinator, please wait to complete this form and submit your volunteer agreement until you have completed all three exams (Volunteer Standards of Conduct, Intake/Interview and Quality Review, AND Advanced exams).

  • 💬 For help, please reach out to Brandon.vance@mfs-cashoregon.org

  • Are you an IRS Employee?*
  • Are you a returning CASH Oregon Volunteer?*
  • CASH Oregon welcomes all volunteers regardless of legal status within the country. In order to send the correct background check form it is important for us to know if you have a valid social security number.
  • Which certification exams have you passed?*
  • Are you a CPA attorney, CFP, enrolled agent or other licensed tax preparer who is interested in applying for Continuing Education Credits?*

  • For Continuing Education (CE) Credits ONLY

  • Which of the following Professional Statues apply to you?
  • Is your PTIN number listed correctly on your Volunteer Agreement?

  • Ready to upload? How about a quick Quality Review?

    Please check to make sure that your Volunteer Agreement has all of the correct information based on these due diligence questions. If the information does not match, please return to Link & Learn and fix the information in your profile, then regenerate your Volunteer Agreement.
  • Does the name listed on our volunteer agreement match the name listed on your current ID?*
  • Does the sponsoring partner name/site field on your volunteer agreement specify both "MFS CASH Oregon" and your Tax Site name? (E.G. MFS CASH Oregon - Virtual)*

  • Please return to Link and Learn and correct your Volunteer Agreement

  • 💬 For help, please reach out to Brandon.vance@mfs-cashoregon.org

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