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Resource Directory

Improving Your Programs

The resources listed below fall under the issue areas of Improving Your Programs. To view more publications, click here to return to the full list of issue areas in the Resource Directory.

TaxSlayer Practice Lab for VITA (Slides) CFED
PowerPoint presentation from the "Introduction to the TaxSlayer Practice Lab for VITA" webinar.
 
Quality Assurance Working Group: Formula 5 Recommendations to the IRS (Spring 2016)
The Quality Assurance Working Group (QAWG) is a…
 
Leveraging the Tax Moment to Build Financial Capability (Recording) CFED
Please join the Taxpayer Opportunity Network, JPMorgan Chase and the EITC Funders Network for an engaging discussion on lessons learned and opportunities for discovery about leveraging the tax moment to build financial capability for low- to…
 
Leveraging the Tax Moment to Build Financial Capability (Slides) CFED
Please join the Taxpayer Opportunity Network, JPMorgan Chase and the EITC Funders Network for an engaging discussion on lessons learned and opportunities for discovery about leveraging the tax moment to build financial capability for low- to…
 
Listening and Learning Series: Financial Coaching & Counseling (Call #1: Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are) (Slides) Assets & Opportunity Network
Program design is essential for success. We’ll explore a number of program design elements, including assessing organizational capacity, choosing a stand-alone or service integration approach, reaching out to community partners and…
 
Listening and Learning Series: Financial Coaching & Counseling (Call #1: Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are) (Recording) Assets & Opportunity Network
Program design is essential for success. We’ll explore a number of program design elements, including assessing organizational capacity, choosing a stand-alone or service integration approach, reaching out to community partners and…
 
Listening and Learning Series: Exploring Financial Capability & Access for Entrepreneurs (Call #2: Mastering the Know-How) (SLIDES) CFED
To a significant degree, entrepreneurs’ ability to navigate the ups and downs of cash flow require a set of knowledge and skills; or the ability to pay for outside help. We’ll investigate the financial skills, tools, knowledge and advice…
 
Quality Assurance Working Group: Formula 5 Recommendations for the Field CFED
The Quality Assurance Working Group (QAWG), a group of dedicated, experienced VITA practitioners from a wide range of VITA programs nationwide, developed the following recommendations to improve the quality of tax return preparation.
 
Building Partnerships for VITA TAX HELP New Mexico
TAX HELP New Mexico presentation on building partnerships for VITA. Offers advice on how to become a partner and benefits of being a partner.
 
How to Obtain an FSA Account TON
Taxpayer Opportunity Network guide for registering to use FreeFile and MyFreeTaxes with VITA programs to incorporate FSA filing options into VITA programs. Includes info on Remote FSA and Coached FSA.
 
MyFreeTaxesFlyer-General NCTC
Flyer advertising MyFreeTaxes with info on who qualifies and which documents/info are needed in order to use MyFreeTaxes, as well as a guide to using the service.
 
PostResourcesHelp NCTC
Flyer from MyFreeTaxes and NCTC giving info on what to do after filing, including how to check refund status
 
Preparing to Use the Cost Per Return Online Tool NCTC
NCTC worksheet to help assemble info needed in order to use the Cost Per Return Online Tool, which measures expenditures incurred for provision of return preparation services on an annual basis.
 
Program Cost Worksheet
Excel spreadsheet allowing users to calculate total program costs as well as their cost per return vs. field benchmark cost per return.
 
Working with your Local Cooperative Extension Service University of Missouri Extension and UNH Extension
Presentation from U of MO Extension and UNH Extension. Offers intro to cooperative extension, benefits of working with cooperative extension, models of how Extension works with free tax service providers, and how to approach Extension in your state.
 
ACA and VITA: Helpful Info for Tax Preparers and Site Managers (SLIDES) CFED
An engaging discussion with the Centers for Medicare & Medicaid Services’ Stefanie Costello and David Santana and Tax Prep Dispatch author Barbara DelBene. FAQs from tax preparers regarding the Affordable Care Act (ACA).…
 
Building Better Business Financial Capability Solutions Webinar (Recording) CFED
Most entrepreneurs launch their businesses because they have a passion or skill to share with the world and a desire to make a meaningful living. All too often, they struggle to master the financial management knowledge, skills and behaviors…
 
Building Better Business Financial Capability Solutions Webinar (Slides) CFED
Most entrepreneurs launch their businesses because they have a passion or skill to share with the world and a desire to make a meaningful living. All too often, they struggle to master the financial management knowledge, skills and behaviors…
 
Making Learning Stick: Encouraging Business Owners to Adopt Technology to Manage their Finances CFED
In 2015, CFED invested in three microbusiness-serving organizations—CAMBA, Northern Initiatives and WESST—to help them better understand the client experience and drive innovation in their financial capability building services. Through this…
 
Going Mobile to Meet Demand: Designing an On-Demand Solution to Teach Business Financial Management CFED
In 2015, CFED invested in three microbusiness-serving organizations—CAMBA, Northern Initiatives and WESST—to help them better understand the client experience and drive innovation in their financial capability building services. Through this…
 

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