Site Coordinators

If you are a site coordinator at an Earn It! Keep It! Save It! tax assistance site, see below for information you may need, helpful resources or required coalition documents. We can also provide you with materials you need to run your site like our:

• EKS survey and waiver
• TaxWise updates
• Important information about upcoming events
• And lots of other news and resources

Check this page frequently to stay up to date on all your EKS site coordinator news!

» Alameda County Data Collection Information & Resources

» Bilingual Flyer (pdf opens in a new window)

Other Tools and Resources

» Tell Your Story Client Waiver(doc opens in a new window)

» Intake Sheets: (English and Spanish) (pdfs open in a new window)

» Quality Review Checklist (pdf opens in a new window)

» Volunteer Agreement Sheet (pdf opens in a new window)

» Volunteer Summary Sheet (pdf opens in a new window)

» EITC Thresholds (doc opens in a new window)

» Data Back Up Instructions (doc opens in a new window)

» Volunteer name badges inserts (docopens in a new window)


For More Information

If you or your organization is interested in becoming a new VITA site in the Bay Area or need more information about the responsibilities of a VITA site, please download our mini-tool kit from the links below.

Our Mini-toolkit (pdf opens in a new window)

Volunteer Application Forms

Volunteer Application Form
(211k .pdf)
Send your completed application form to the appropriate county volunteer coordinator (below).

Volunteer Coordinators
by County

Alameda County
Vanessa Muniz
510-238-2424
vmuniz@uwba.org

Contra Costa County
Vanessa Muniz
510-238-2424
vmuniz@uwba.org

San Francisco County
Minnie Sage
(415) 963-8130
us-tax-aid@kpmg.com

San Mateo County
Minnie Sage
(415) 963-8130
us-tax-aid@kpmg.com

Solano County
Rhonda Smith
(707) 421-7229
rsmith@childnet.org

Napa County
Michelle Laymon
(707) 252-1123 ext.110
mlaymon@copefamilycenter.org

Marin County
Kelly Batson
(510) 238-2415
kbatson@uwba.org