Specifications include, but are not limited to: Provide free virtual tax preparation assistance services with support, technical assistance, and under the guidance of UWBA and SF-HSA, through the use of secure technology allowing clients to drop off documents, leave the site and come back once the tax return is complete and ready to be submitted to the IRS. Receive required documents from tax filer Upload required documents to a secure technology platform where it may be accessed by tax preparers within 48 hours. Develop and implement a process to be approved by SF-HSA for clients to schedule appointments for virtual tax preparation assistance at SF-HSA offices and a process for walk-in clients to be approved by SF-HSA to obtain client information, schedule appointments, or complete an intake when feasible.
