We Appreciate You! VITA Volunteers… 2013 VITA Sites.

Slides:



Advertisements
Similar presentations
Tax Time is the Time to Save New America Foundation Capitol Hill Event Washington, DC April 21, 2009 Tax Time is the Time to Save David Marzahl Executive.
Advertisements

DRAFT DOCUMENT Keep More of Your Money A Presentation for DHR Employees for the 2004 Tax Year With Free Tax Preparation and the Earned Income Tax Credit.
Forward Alliance Committee dedicated to improving the understanding of and access to financial resources for people with disabilities and their families.
A ten-year study of earned income tax credit utilization in western South Dakota: Where you live matters By: Liz Diers.
Jeopardy Filing StatusDependentsIncome Deductions & Credits Q $100 Q $200 Q $300 Q $400 Q $500 Q $100 Q $200 Q $300 Q $400 Q $500 Final Jeopardy Miscellaneous.
Unitedwayofkingcounty.org 2014 FREE TAX CAMPAIGN.
VITA-Volunteer Income Tax Assistance 2014 Tax Year 2015 Filing Season.
Regional Earned Income Tax Credit Initiative (EITC) Presentation to Agency Providers January, 9, 2015.
Money School: Financial Stability Initiative Creating a Straight “A” Future for those we serve.
PROVIDING FREE INCOME TAX PREPARATION FOR LOW AND MODERATE HOUSEHOLDS IN DOUGLAS, ASHLAND, BAYFIELD, IRON & PRICE COUNTIES ACCESS TO FINANCIAL INSTITUTE.
M Y F REE T AXES PARTNER TRAINING WEBINAR. To offer in-person and online tax preparation tools and assistance to hard- working low- and moderate-income.
EKS Training November 22, December 6 and 13th. Scenario #3 In this scenario, you will learn about:  Returns with ITINS  Itemized Deductions  Affordable.
Module 3 - Earned Income Tax Credit and Free Tax Preparation Assistance Introduction Asset Development Strategies for Persons with Disabilities.
Delaware County Asset Development Group. We are a consortium of agencies, financial & educational institutions dedicated to economic and community development.
1 Make Tax Time Pay! Promote the Earned Income Credit and the Child Tax Credit Presentation by: John Wancheck Organization: Center on Budget and Policy.
1 Promote the Earned Income Credit And Child Tax Credit Domestic Violence Advocates Webinar, 2/9/2012 Presentation by: John Wancheck Organization:Center.
Maximizing Tax Benefits and Credits for Persons With Disabilities.
1 Make Tax Time Pay! Presentation by: John Wancheck and Roxy Caines Organization: Center on Budget and Policy Priorities Website:
Asset Development Strategies Asset Development Webinar Series – Part II February,
Poverty Reduction Strategies in the Central Valley Reducing Poverty in Stanislaus County: Subsidized Employment and Beyond February 24,2011.
Welcome Somerset County NJ Tax-Aide Volunteers. AARP FOUNDATION Tax-Aide TY 2013 National Accomplishments Helped 2.6 M people Federal Tax Returns prepared:
Just File It! Free Tax Preparation Services 12/1/09.
Good Day This is your 30-Second $ Asset Development $ Training ENJOY Click here to begin.
Tax Unit: Module 13 Consumer Math Class East Jackson High School.
The EITC as an economic empowerment tool Kentucky Domestic Violence Association Economic Justice Project.
Developed by the Connect to Work Center, Bureau of Rehabilitation Services, Department of Social Services in Conjunction with: Community Renewal Team.
TAX-AIDE Whats New: Colorado (Draft) Child Care Tax Credit Expansion Marijuana Business Expenditure Calculation.
1 Registered Tax Return Preparers Frequently Asked Questions A presentation of the North Carolina Society of Enrolled Agents.
Federal Income Tax Credits. 2 Tax Credits  $ for $ reduction in amount of income tax owed  Unlike deductions where the benefit depends on your marginal.
New York State Office of Temporary and Disability Assistance Bureau of Employment and Advancement Services Presenter: Mark Schaffer April 2011.
MyFreeTaxes Software Demonstration Lee Davenport One Economy Corporation
NY-3 NY TRAINING IT 201 NEW YORK STATE RESIDENT RETURN REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR.
Volunteer Income Tax Assistance Volunteer Orientation.
Data Collection at Tax Sites Earn It! Keep It! Save It! (EKS) Bay Area SEPTEMBER 27, 2011 REI TOUR MAYOR’S LEADERSHIP ACADEMY- BOSTON.
NON-PROFIT AND GOVERNMENT Prepared and Presented by: Mr. Coriarty Shaker High School.
Serving Immigrants. About the Center for Economic Progress Providing free tax preparation to low-income taxpayers for 11 years Served over 25,000 taxpayers.
SERVICES & PRODUCTS. WHAT WE PROVIDE  Federal Tax Preparation  State Tax Preparation  Refund Options  Great Customer Service.
TAP 2010 Getting Started Legal Aid of North Carolina Willette M. Crews, Presenter November 20, 2009.
Tax LawMore TaxTax WiseSitesPotpourri.
Tax Assistance Project Information for Volunteers Legal Aid of North Carolina Willette M. Crews, Project Manager.
CFED’S ASSETS LEARNING CONFERENCE SEPTEMBER 22 – 24, 2010 WASHINGTON, DC Self-Employment Tax Initiative Empowering Entrepreneurs at Tax Time.
11/17/20151 Essex / Hudson Training TY 2011 AARP TAX-AIDE PROGRAM AARP TAX-AIDE PROGRAM Welcome December 1, 2011.
TitleNovember 21, TitleNovember 21, Today’s United Way United Way has been a part of the Mid-South community for over 90 years Outstanding.
VITA Milpitas Community Library Site Report 2005 Shahid Mujtaba Site Coordinator May 21, 2005 Presented at IRS Building, San Jose to VITA Volunteers and.
Introduction 1. Background and History Started in 2005, serving 2000 clients Now serves over 10,000 clients each year Over 25 tax sites Free tax preparation.
Forms Ordering Procedure 2333V-CA is online at ftb.ca.gov Fill in the form and submit Your order can be sent directly to the Volunteer Coordinator mailbox.
The Community Financial Center of Prince George’s Community College March 11, 2010 Betty Habershon, Director October 26, 2015 Asset Building In Prince.
Volunteer Tax Assistance at United Way of Washtenaw County.
Navigating FAFSA and the EITC: How to Connect Families to Help Virtual Training Series Keren Arista, United Way of Southern Cameron County Amanda Grover,
Promoting Family Financial Stability United Way’s approach to integrated service delivery.
CA-2. Mark Callahan Statewide Volunteer Program Coordinator since 1 October 2012 Availability: I will be out of the office 15 Dec - 8 Jan.
Benefits of the Earned Income Tax Credit (EITC) A Gateway to Self-Sufficiency Region IV, Southeast Quality of Life Conference July 12-14, 2011.
Banksouthern.com southernpartners.org Dominik Mjartan EVP, Southern Bancorp, Inc. CEO, Southern Bancorp Community Partners Making Banking Accessible.
Earned Income Tax Credit (EITC) Presented by: Tempe Councilmember Dennis Cahill, Chair Human Services Coordinating Committee Nichole Ayoola, City of Mesa.
Volunteer Income Tax Assistance - VITA Information Session: Volunteer at Tax Time.
VITA GENERAL MEETING 11/11/12. AGENDA  INTRODUCTION  ICE BREAKER  GUEST SPEAKER  Q & A  UPCOMING EVENTS  VITA WEBSITE  COMMITTEE SIGN-UP.
Earned Income Tax Credit (E.I.T.C.) Presenters: Wayne Tormala, City of Phoenix Nichole Ayoola, City of Mesa Steve Wise, Tempe Community Council.
2010 Tax Year Earned Income Tax Credit
GETTING STARTED.
Mobile Financial Resource Team
AARP State Meeting CA-2.
AARP State Meeting CA-2.
Volunteer Income Tax Assistance Program
“Common sense is not so common.” -Voltaire
Filing basics Spring 2018, LAMC.
Earned Income Credit New Jersey Slides Tax Year 2018
Senior Director, Asset Building Strategies
Entrance Ticket What is the difference between progressive and flat taxes? Using your chart from last class, calculate how much in federal income tax a.
South Carolina Return.
Presentation transcript:

We Appreciate You! VITA Volunteers…

2013 VITA Sites

Experiment In Self Reliance 141Returns Prepared $295,000 in Tax Refunds $151,278 in EITC Refunds

Prosperity Center – North/ Mobile Prosperity Center 131 Returns Prepared $ 193,000 in Tax Refunds $ 93,214 in EITC Refunds

Prosperity Center – South 496 Returns Prepared $ 775,000 in Tax Refunds $ 325,000 in EITC Refunds

Goodwill – ROC 180 Returns Prepared $ 204,000 in Tax Refunds $ 87,000 in EITC Refunds

Goodwill – University 484 Returns Prepared $ 511,000 in Tax Refunds $ 200,000 in EITC Refunds

Truliant Federal Credit Union 176 Returns Prepared $ 240,303 in Tax Refunds $ 75,000 in EITC Refunds

Central Library 292 Returns Prepared $ 343,000 in Tax Refunds $ 230,000 in EITC Refunds

Malloy – Jordan Heritage Center 137 Returns Prepared $ 218,000 in Tax Refunds $121,000 in EITC Refunds

Head Start 50 Returns Prepared $ 93,694 in Tax Refunds $ 77,000 in EITC Refunds

Winston-Salem Industries for the Blind 54 Returns Prepared $55,000 in Tax Refunds $18,000 in EIC Refunds

Winston-Salem Transit Authority 284 Returns Prepared $364,000 in Tax Refunds $251,000 in EIC Refunds NEW SITE!!!

Final Numbers Number of Certified Volunteers……………………… Number of returns ………………………………………....2,708 Total refund amount*...…………………………..$3.3 Million Number of EITC credits claimed*….……….……….1,016 Total EITC refunds*………….………….....…….$1,626,000 * Data from 240 MyFreeTaxes and 45 paper returns filed are not included in these figures.

The Impact On Our Community Forsyth County VITA sites have saved our neighbors over $540K in tax preparation fees!

The Driving Force… Site Coordinators Volunteers Greeters Tax Preparers Tax Coaches Site Employees

Site Coordinators Tim Baumgartner Jenny Craver Delena Hudson Barbara Johnson Jennifer Markland Vanessa McDowell Tyeesha Mosby Teresa Parker

Volunteers Community Schools FTCC Salem College WFU WSSU

Special Recognition We would not have been successful this year without the help of the employees and interns at the sites. Thank You!

Thank You!!!