Host Free Tax Preparation Events

Navigating the tax system is a challenge for many individuals, particularly those with limited income or experience. Without a clear understanding of tax codes, families can miss out on significant refunds from credits they are entitled to receive. The cost of professional tax assistance is often prohibitive, leaving many to handle the complex process alone and risk costly errors. By hosting free tax preparation events, you can provide a vital service that saves families unnecessary filing costs and ensures they claim important credits, such as the Earned Income Tax Credit.

To Get Started:

• Assemble a Qualified Volunteer Team: Identify and recruit individuals within your organization or community who are financial professionals or can be trained to provide tax preparation support.

• Partner with the IRS VITA Program: Formalize your services by partnering with the Internal Revenue Service (IRS) Volunteer Income Tax Assistance (VITA) program. VITA provides free training, certification, and software to volunteers serving eligible individuals.

• Establish a Schedule of Events: Plan your tax preparation events annually, typically between late January and the April tax deadline. Secure a suitable location and create a clear schedule for appointments or walk-ins.

• Promote the Service to Your Community: Develop an outreach plan to ensure eligible individuals know about your free service. Promote the events through newsletters, social media, and announcements, and partner with local organizations to broaden your reach.

Examples of Best Practices / Innovative Programs:

• Government

  • IRS Volunteer Income Tax Assistance (VITA) Program offers free tax preparation services for individuals earning $67,000 or less, persons with disabilities, and those with limited English proficiency. Government agencies can partner with VITA to host internal tax preparation sites.
    

  • Taxpayer Advocate Service (TAS) hosts events to assist taxpayers with unresolved IRS issues, providing guidance and support for tax-related challenges.
    

  • The City of San Francisco partners with the Volunteer Income Tax Assistance (VITA) program to provide free tax preparation services for employees, ensuring access to tax credits like the Earned Income Tax Credit (EITC).

• Faith Community

  • Catholic Charities in Washington, DC, provides free, volunteer-supported tax preparation to income-eligible residents, ensuring that families claim the refunds and credits they deserve.

  • Holy Name Cathedral in Chicago sponsors a seasonal IRS-certified tax service, offering free assistance on select Saturdays to individuals earning below $70,000. This longstanding ministry brings trusted, compassionate support directly into the faith community.

  • Lutheran Social Services of North California provides financial counseling, which includes tax preparation assistance.