VITA (Volunteer Income Tax Preparation) by cut16095

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									Lancaster High School   Lancaster, NY (Buffalo)

                 • Comprehensive High School

                 • Suburb of Buffalo, NY

                 • 2100 students

                 • 3 Career Academies (1 NAF)

                 • 3RD Year AOF
OUR GOAL IS TO DEMONSTRATE HOW YOU CAN:

 Give back to your community
 Get business partners involved
 Enhance your AOF curriculum
WHAT IS VITA?
  Give back to your community
    NO tax preparation fees
      Average savings of $100-$200
    EITC (Earned Income Tax Credit)
      Unclaimed by many low-income
       earners
    Increased Tax Filing
      Reduces the fear and uncertainty
WHAT IS VITA?

  Get your business partners involved
    Lancaster-Depew Federal Credit Union
       Site Administrator
         Verifies all returns prior to e-file
      Significantly reduces the
       administrative function for teachers
       and school administrators
      Relieves district of liability
WHAT IS VITA?

  Enhance your AOF curriculum
    Students learn tax law in AOF:
     Accounting (Grade 11)
    Students become certified IRS
     volunteer tax preparers
      No liability risk since students are IRS
       volunteers
Student Produced Video

 1) Consider how you can start VITA in your
 community.

 2) What outreach programs can be used to
 effectively market VITA?

 3) What methods can be used to improve
 student problem solving skills?
GOALS & NEEDS
       GOAL: Taxpayers to file and get EITC
       NEEDS:Volunteer Tax Prep Locations


       GOAL: Provide VITA location
       NEEDS:Volunteer Preparers


       GOAL: Relevant PBL for students
       NEEDS: VITA site manager
WIN, WIN, WIN
       Taxpayers file
       & receive EITC
       VITA location
       SITE MANAGER
       Volunteer preparers
       and Relevant PBL
Lancaster Residents assisted by VITA for 2006 (2005 taxes)
Average Household Earnings $14,901

                                          Monthly
                                          Earnings


                                          Federal
                                          Return


                                          Saved Fees



 39 Super Saturday Taxpayers
Lancaster Residents assisted by VITA for 2007 (2006 taxes)
Average Household Earnings $16,066

                                          Monthly
                                          Earnings


                                          Federal
                                          Return


                                          Saved Fees



 87 Super Saturday Taxpayers
PROJECT ELEMENTS
   Preparation
    Student Instruction (Link & Learn)
   Marketing
    Media, Flyers, Posters
   Tax Day “Super Saturday”
    Community Tax Preparation
   Auditing and Reflection
    IRS submission
CLASSROOM INSTRUCTION

 AOF: Accounting
   Tax Law
    www.irs.gov
       “link & learn”
MARKETING VITA
 Target: Students
    In-school announcements, flyers
 Target: Community at large
     Press Releases, chamber of commerce
      mailing, advisory board flyers
 Target: Low Income residents
     Door Hangers, community center flyers
MARKETING VITA
 Flyers(click for more)


          Student Produced Video
 Local News stations
             Local Businesses
 Posters   (click for more)




                               IDEAS?
TAX DAY “Super Saturday”
  High School “Super Saturday”
                    Click for more
  Credit Union
    After School Hours
  Community Center
    Low-income area of Buffalo, NY
AUDITING & REFLECTION
   Site Manager
   Auditing Process (Verify)
   E-file submission
   Students
   Reflection Journals
PROJECT SUCCESSES
   Necessary, relevant skill
   Interacted with Adults in a
    leadership/assistance role
   Community volunteerism
   Interdisciplinary, multi-class project
   Board of Education and IRS
    recognition
PROJECT SUCCESSES
   Advisory Board Participation
   Positive Economic Impact on
    Community
   Positive publicity
PROJECT CHALLENGES
   Getting word out to taxpayers
   Software integration to network
   Initial student “buy-in”
   Taxpayers with incomplete or
    complicated information
   Initial alignment of curriculum
   Verifying student volunteer hours
PROJECT OBSTACLES
   Availability of teacher training
   Non-participation by advisory
    board members that complete
    taxes as part of their business
   Questions of reliability and
    confidentiality due to students’
    age
HOW TO GET STARTED
   Connect to established VITA
    sites. Offer students as
    volunteers
     Regional IRS VITA representatives
   Logistics of going it alone
   Logistics of partnering the school
    and credit union
 QUESTIONS/COMMENTS
1) Consider how you can start VITA in your
community.

2) What outreach programs can be used to
effectively market VITA?

3) What methods can be used to improve student
problem solving skills?

4) Questions/comments
SIX A’S OF PBL
   Academic Rigor         Students combine
                           marketing, customer
   Authenticity           service, economics and
   Active Exploration     accounting

   Applied Learning
   Adult Relationships
   Assessment Practices
SIX A’S OF PBL
   Academic Rigor         Students make a positive
                           economic impact for the
   Authenticity           community by taking a
   Active Exploration     leadership role with
                           adults.
   Applied Learning
   Adult Relationships
   Assessment Practices
SIX A’S OF PBL
   Academic Rigor         Students become certified
                           by the IRS, volunteer in
   Authenticity           low-income community
   Active Exploration     centers and regularly
                           present the program to the
   Applied Learning       community.
   Adult Relationships
   Assessment Practices
SIX A’S OF PBL
   Academic Rigor         Students prepare
                           themselves for a lifetime of
   Authenticity           tax preparation and use
   Active Exploration     teamwork, problem
                           solving skills, effective
   Applied Learning       communication, time
   Adult Relationships    management and
                           customer service skills.
   Assessment Practices
SIX A’S OF PBL
   Academic Rigor         Students are held to the
                           same standards as adult
   Authenticity           volunteer preparers. Not
   Active Exploration     only do students work
                           with adults, they assist
   Applied Learning       adults.
   Adult Relationships
   Assessment Practices
SIX A’S OF PBL
   Academic Rigor         Students are held to the
                           same standards as adult
   Authenticity           volunteer preparers and
   Active Exploration     therefore understand that
                           they are being held to real
   Applied Learning       world standards.
   Adult Relationships
   Assessment Practices
Contact Information
Scott Dixon (AOF Director)
sdixon@lancaster.wnyric.org
Lynn Fisher (VITA Coordinator)
lfisher@lancaster.wnyric.org
Ann Sweeney (Lancaster-Depew FCU)
ASweeney@lancaster-depewfcu.org



www.lancasterschools.org/finance_academy

								
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