Free Tax Preparation & Asset Building
The flagship initiative for CWF is filing both federal and state income taxes for working families. We strive to ensure that working people take full advantage of the tax credits available to them including the Earned Income Tax Credit (EITC), a refundable tax credit for low to moderate wage earners. This year the tax credit may offer an adult with three or more qualifying children a refund of up to $5,751. In addition to tax preparation, at our larger tax sites we offer screenings for public benefits such as SNAP, LIHEAP, CHIP, and we pull Credit Reports, and at all of the CWF sites we office US Saving Bonds and Pre-Paid Debit Cards.
Mobile Tax Operation
CWF's Mobile Team brings tax preparation, asset development and financial education to businesses, unions, churches and other organizations in the Greater Philadelphia region. Our team sets up one day or multi-day sessions for a host site's clients, staff and employees at the host site's location. This operation makes getting your taxes done easy because we bring our excellent services (and technology!) to you. FAFSA preparation services are also available by request. For costs and other details, please contact Mary Arthur 215-851-1731 or firstname.lastname@example.org.
Financial Aid U Philly
Financial Aid U-Philly (FAU-P) is a program funded by the National Community Tax Coalition and Citi Foundation to help students secure the financial aid necessary to attend post-secondary education. FAU-P seeks opportunities to go into high schools and provide onsite tax and FAFSA preparation combined with personal follow up to students to ensure they are on the right path to fund post-secondary education. The program relies upon strong partnerships with college access initiatives already in place. For more information about this program contact Shena Naver at 215-851-1759 or email@example.com.
Individual Taxpayer Identification Number (ITIN)
An ITIN is a nine digit number given to individuals who do not have or are not eligible for social security numbers. Each year CWF partners Philadelphia Legal Assistance, Community Legal Services and Congreso to provide information and free help in applying for an ITIN around tax time. ITINs are used solely for processing tax returns and are issued regardless of immigration status so individuals may file a federal tax return. To learn more about ITIN's, click here.
Self Employment Tax Initiative
Business tax preparation can be a powerful tool both for educating new businesses and providing important refundable tax credits that can help low and moderate-income self-employed households. The Campaign for Working Families in partnership with Philadelphia Development Partnership is expanding tax preparation for small business owners located in Greater Philadelphia region. We serve self-employed business owners or Sole Proprietors with business revenue of $100,000 or less. For more information on registration, locations and eligibly, please call 215-851-1886. Clients receiving free small business tax preparation must attend an orientation.
Using tools such as MyFreeTaxes and The Benefit Bank, CWF is able to assist individuals in self-tax preparation. In this way, individuals with computer skills can learn to complete their own tax return with the assistance of an IRS-certified CWF representative. This is an empowering step toward moving individuals away from for profit tax preparers and toward self-sufficiency. This can be combined with our community training module on Understanding Your Taxes, as described in more detail above. There may be training and other fees depending on funding availability. If you wish to host a self-tax preparation event at your location, contact Mary Arthur at 215-851-1731 or firstname.lastname@example.org.
Financial Services and Savings Products
The Campaign continuously strives to build wealth in our constituents' household. All customers at our tax sites have the opportunity to learn about and apply for financial services and savings products such as savings bonds and credit counseling as they get their taxes prepared. See our Saving and Managing Money page for more information.
Advocacy and Organizing
CWF is an active partner on a number of local, regional and national advocacy working groups that seek to impact policies to improve lives for working families. In tax season 2011 we worked closely with the Coalition for Healthy Families and Workplaces to engage our customer base in a postcard campaign in support of earned sick time legislation. Over 1,500 CWF customers were engaged and some showed further support at city council hearings. CWF continues to find ways to make connections between larger policy goals and the indivdiuals they impact. For more information about this initiative contact the Campaign for Working Families at 215-851-1886.
CWF is available to provide educational presentations to community groups, employees, program participants, parents and others on tax and financial stability issues. From senior citizens to high school students and everyone in between, CWF is capable of providing information that is valuable to understanding and managing one's tax situation and finances. We are currently offering a presentation on Understanding Your Taxes for people who are looking to build their personal financial management skills and understand their tax situation. This course can be offered in conjunction with our Assisted Self-Preparation program, described in more detail below, so that participants can apply new skills in real time with the support of an IRS-certified CWF staff member. If you are interested, please contact Mary Arthur at 215-851-1731 or email@example.com to discuss cost and details.