Tax Help as a Start to Mentorship
Tax Counseling for the Elderly (TCE) is an IRS program offering free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.
While its fantastic that resources are available for older adults who need help submitting tax returns, mostly relying on retired volunteers perhaps loses an opportunity to engage younger generations. When an older adult seeks help with their taxes it could be an opportunity to begin an ongoing mentorship.
Perhaps there are accounting students looking for real world opportunities to hone their skills while also developing more empathy for older adults? A quick search revealed that there are accounting student associations linked with many universities. How might we engage students as tax and financial planning mentors?
Thinking about the existence of IRS funded services for older adults makes me wonder what other free services are there that could be connecting points for aspiring young people and impactful mentorship opportunties?