Host free tax preparation events
Tax preparation is challenging for individuals and families that have not had experience with submitting their taxes. Further, without understanding tax codes or knowing about tax credits, families may lose out on potential refunds on an annual basis. Finally, obtaining professional assistance may be cost-prohibitive or intimidating.
Your association may be well-equipped to provide critical assistance to families in your community.
To get started:
Identify financial advisors within your association or connect with peers who can provide free or low-cost tax preparation services.
Review the IRS website below to help formalize your event and ensure you provide the most updated information to attendees.
Establish a schedule of annual events.
Promote this annual offering in your meeting announcements, newsletters, and social media.
Best Practices / Innovative Programs
The Internal Revenue Service (IRS) operates a program known as Volunteer Income Tax Assistance (VITA). VITA trains volunteers nationally to provide free tax preparation assistance to low-to-moderate income families, and enables community entities to host free tax preparation sites.
