Host free tax preparation events for individuals living below the NPPS

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.

Host a free tax preparation site to support individuals in the community living below the NPPS to ensure they take advantage of the credits for which they are eligible and to save them unnecessary filing costs.

To get started:

  1. Identify members who are financial advisors or able to provide tax prep support.

  2. Review the IRS website below to help formalize your service and ensure you provide updated information.

  3. Establish a schedule of annual events.

  4. 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.

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