Economic Opportunity

Economic Opportunity

Tax filing will begin toward the end of January, once the new IRS system is ready to receive returns.  As soon as they’re ready to go, we will be, too.  If you’d like to set up an appointment to get your taxes filed, please complete this form, or call us at 315-577-3775.

 

In 2017 We had a wonderful time working with our community partners (Keuka College Accounting Department, AARP, City of Geneva, Geneva Public Library) to get low-income filers every dollar of their refund.  No fees, no interest, no strings attached!  A report about the program was delivered by our Executive Director at the May City Council meeting.

 

Financial Literacy and Education

We realize that receiving a large tax refund can be a life-changing moment for low income families.  To help with this, we are putting together financial literacy materials that can help people plan for their goals and make the most of the money they are receiving.  Here are a couple of good jumping off points:

A general financial planning guide, free and reliable from the American Institute of CPAs.

Mint.com, a free budgeting and bill tracking program that can help you establish and keep goals, including improving and monitoring your credit score.

Acorns.com, is an investment tool for the average person.  By connecting to your bank account it rounds up your daily purchases and invests that money in either a portfolio that you can access at any time, or a longer-term retirement account. Of all of the “round-up” investment apps.,  Acorns has the best reviews and the lowest fees.