Volunteerism at Free Tax Clinic | Hawai'i

Kathryn Franklin, B. Agricultural Mngt. Ms. Accounting-Ms. Auditing is a U.S. Tax Court Apprentice responsible for screening prospective clients. She provides comprehensive tax screening services to determine how we can best help low-income taxpayers who submit Form 2848 to resolve their tax controversy. She is an experienced tax professional who works with low-income taxpayers to assess their financial situation and recommend a customized plan that meets their unique needs.

We provide a range of individual tax services, including advocacy, education, compliance, and representation. Our team of experienced tax practitioners and United States Tax Court Practitioners can help ensure that low-income taxpayers are in compliance with all relevant tax laws and regulations. We make a best effort to settle their case in the appeals office.

If low-income taxpayers are facing a tax-related issue, Jeffrey Thompson MA MBA, EA-USTCP-Designate, is a U.S. Tax Court Apprentice and the Team Leader of the U.S. Tax Court Student Reps who can help. The pro bono team provides expert legal representation under the guidance and oversight of the Tax Litigation Counsel and Pro Bono Supervisor throughout the entire process to ensure the best possible outcome for each case.

Professor L.B. Carpenter III CPA-CFP-USTCP, is the Tax Litigation Counsel & Pro Bono Supervisor. He is supported by an expert team of Federally-Authorized Tax Practitioners (FATPs).  The pro bono team is available to provide legal representation services to help low-income taxpayers navigate complex tax laws and regulations. They ensure that the rights of low-income taxpayers are protected and that they receive the best possible outcome for their case.

Through in-person and remote proceedings, our team of experienced tax practitioners and tax litigation counsel can help low-income taxpayers develop a comprehensive strategy to settle their docketed case posted to the Tax Court calendar in the Honolulu U.S. Tax Court. Our pro bono team will create a plan that meets unique needs of individuals who comport with the IRS low-income guidelines. We provide expert guidance on case management and encourage settlements and more to help ensure that their tax matter is -resolved. We also find low-cost legal assistance for non-qualifying taxpayers. No one is turned away.

If low-income taxpayers are being audited by the IRS, Serina Moy EA, Resident Scholar and Senior Lecturer, who leads our team of experienced FATPs, CPAs and auditors can help. We provide expert representation to ensure that rights of low-income taxpayers are protected and that each individual taxpayer receives a fair and just outcome.