Barbara Matase

Barbara Matase currently serves as a dedicated Volunteer Tax Preparer at AARP, where she leverages her extensive financial expertise to assist seniors and low-to-moderate-income individuals with their federal, Pennsylvania state, and local tax returns. In this role, Barbara applies her strong analytical skills and attention to detail to ensure the accurate and compliant preparation of tax documents, contributing to the organization's mission of providing accessible, high-quality tax assistance. Her proficiency in Microsoft Word, Pivot Tables, and other computer applications enables her to efficiently manage multiple client cases, prioritize tasks effectively, and meet strict deadlines, even during peak tax season.

Beyond her volunteer work, Barbara brings a wealth of experience from her background as a Financial Analyst and Manager in the insurance industry. Her expertise in financial analysis, reporting, and process improvement has honed her ability to interpret complex financial data and develop system enhancements that streamline operations. Her skills in metrics reporting and forecasting support her capacity to identify trends and optimize workflows, which translate seamlessly into her role at AARP. Barbara’s customer-oriented approach ensures that each taxpayer receives personalized, respectful service, fostering trust and confidence.

Her involvement in key projects at AARP includes implementing process improvements to expedite tax preparation workflows and enhancing data accuracy through meticulous review procedures. Barbara’s comprehensive understanding of financial systems and her commitment to community service make her an invaluable asset to the AARP Tax-Aide program, where she continues to make a meaningful difference by providing reliable, expert tax assistance to those in need.