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Financial Services

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Community Volunteer Income Tax Assistance (VITA) programs are in a perfect position to help tax clients make the most of their federal tax refund, which often represents the single largest payment that a low-wage family will receive all year.

Folder Financial Education
 
Folder Financial Coaching
Think of your front-line staff as coaches to your tax clients. Your coaches can assist tax clients in setting and reaching financial goals.
Folder Asset Building
Tax refunds provide clients with a opportunity to save some money and start building assets, no matter how modestly. Find out what products are recommended, and how to deliver them to your tax clients.
Folder Linking to Benefits
 
Folder Marketing
Resources here can help you promote asset building services when providing free tax preparation services.
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Asset Platform.org is a new resource for staff at nonprofit organizations that provide financial education, coaching and asset development services.

Take Action
> Help Us Protect VITA Funding and Pass the VITA Act of 2011!

This action alert will allow you to contact both your Representative and Senators directly to ask that they help us protect VITA funding for Fiscal Year 2012 and pass the VITA Act... read more

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