Brief

This article, which originally appeared in the spring 2002 issue of AdvoCasey, tells how a nonprofit in Tulsa, Okla., is helping working poor families avoid expensive tax preparers, maximize refunds and save for the future.

The Foundation produced AdvoCasey as a seasonal publication with themed issues that spotlight programs and policies making measurable differences in the lives of kids and families.

March 21, 2002

AdvoCasey

In This Report, You’ll Learn

  1. 1

    How one nonprofit is helping low-income workers file tax returns — for free.

  2. 2

    A review of Volunteer Income Tax Assistance (VITA) programs and their limitations.

  3. 3

    How Individual Development Accounts help low-income families save for the future.

  4. 4

    A quick look at tax preparation initiatives around the country.

Key Takeaway

Introducing the Community Action Project of Tulsa County

A free, full-service tax preparation program in Tulsa has assisted more than 12,000 low-income workers annually for the last two years. But the best part? The program has helped these taxpayers collect $27 million in federal and state tax refunds while avoiding roughly $1 million in preparer fees.     

Findings & Stats

Statements & Quotations