For 16 years, the UpValley Family Centers have helped low-income individuals with free tax preparation service. Since 2010 over $4.5 million in refunds has resulted from these efforts.
“While the number of individuals we help has grown each year, we know there are more residents who qualify for our services,” said Jenny Ocón, executive director. “In the 2016 tax year, our volunteers and staff helped 601 households receive free tax preparation assistance, which generated more than $810,000 in refunds, averaging $1,348 per family. This number of returns is equivalent to approximately 26 percent of all 2,271 Upvalley households that fall below median household income.”
UpValley Family Centers (UVFC) is expanding its free federal and state tax preparation services in response to the growing need to help build financial literacy among low-income individuals. From now to April 17, their Volunteer Income Tax Assistance (VITA) program will be offered at their offices in St. Helena and Calistoga, evenings and weekends and on site at farmworker housing centers, apartments and a new partnership with the St. Helena Public Library.
Services are available to individuals with low-to-moderate incomes (under $54,000 per year). They assist with Earned Income and Child Care Tax Credits claims as well as Individual Tax Identification Numbers (ITINs) for residents without a social security number.
Their goals are to help low-income residents increase financial literacy and work toward building economic stability through the process of filing taxes and increasing savings.
The VITA tax preparers, required to complete an extensive training course, include 26 local residents and students in the Business and Economic Department at Pacific Union College. Many are bilingual.
For more information on UVFC’s VITA tax preparation services, or to make an appointment in any of the locations, call 707-965-5010.