Tax-Time Savings: Lessons, Recommendations and Practical Applications from Your Peers


Financial capability and tax time can be a match made in community tax preparation heaven; however, there are many aspects, and sometimes hurdles, to successfully integrating it into your program. Prepare + Prosper and Center for Economic Progress have been working for years to improve their tax time financial capability programs. Recently, they partnered together on an evaluation of their tax time savings measures and they shared their findings with you! This unique learning opportunity offered you the chance to hear from your peers in the community tax preparation field on what they’ve learned over the years. We also shared findings from Prosperity Now’s cohort of VITA partners who integrated financial capability into their programs last tax season, on their successes, challenges, promising practices and more! 

Topics included: 

  • How to leverage the evaluation findings for future savings opportunities 
  • Overcoming barriers to incorporating tax time savings 
  • Implementing these learnings into your own programs 
  • … and more! 
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