More Than Just Taxes
Author: Prosperity Now (formerly CFED)
Topic: Tax filing and benefits
Publisher: Prosperity Now (formerly CFED)
Location: United States
Format: Report
Content Type: Programs
Publication Date: September 15, 2019

Tax time financial capability services offered at Volunteer Income Tax Assistance (VITA) sites range from encouraging taxpayers to save a portion of their refund to free credit reviews, to referrals to financial coaching, and others in between.

This report from Prosperity Now summarizes research findings on VITA programs offering asset-building and financial capability services. Specifically, findings address barriers to be overcome, facilitating factors, and the opportunities for targeted outreach, tailored messages, and policy improvements to move the needle on Earned Income Tax Credit (EITC) take-up rates. 

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