Oak-mustard-field

Earn It! Keep It! $ave It!

Earn It! Keep It! $ave It! is a United Way led coalition of local nonprofits, public and private organizations partnering to provide free income tax assistance and financial education for moderate to low income individuals or families earning $53,000 and under.

The program's certified volunteer tax preparers help filers increase their money refunded by recognizing eligible IRS tax credits. The program also offers financial education and referrals including direct deposit to encourage savings. Resource coaches  are available to talk to clients about Covered California, CalFresh, financial education classes and other services available to low to moderate income clients.

Accepted to the Portfolio: October 2015

Target Outcomes

Short Term Outcomes

  • Increase in free tax returns prepared
  • Increase in dollars returned locally
  • Increase in participants accessing bundled services
  • Increase in direct deposit refunds

Long Term Outcomes

  • Low income community members have eliminated debt and improved credit
  • Low-income community members have increased their savings and overall net-worth
  • Stronger local economy

Target Population

Demographics

  • Early Childhood (0 - 5)
  • Kindergarten  - 12th Grade
  • Transitional Age Youth (16 - 24)
  • Adult (25 - 60)
  • Older Adult (60+)
  • Families with Children (0 - 5)
  • Families with Children (K -12th)
  • Teachers and Students (preschool)
  • Teachers and Students (K - 12th)

Service Area

County-wide:

  • Southeast (District 1)
  • Southwest (District 2)
  • Central (District 3)
  • Northeast (District 4)
  • Northwest (District 5)



    Program Implementers

    The following organizations implement this program locally:

    United Way 140

    United Way of the Wine Country

    Program Funders

    Many thanks to the following funders for making this program possible.

    Local Funders

    • John Jordan Foundation
    • Sonoma County Human Service Department
    • Local donations

    Other Funders

    • Bank of America
    • IRS