Our Mission

The mission of Earn It! Keep It! Save It! is to provide free tax preparation service as a tool to help Bay Area residents become financially stable. Our program is part of United Way Bay Area’s strategic initiative to cut local poverty in half.

Why We Do It

Poverty is ever present in the Bay Area. Having a job is no longer a guarantee for adequate income. Local families require three full-time, minimum wage jobs to pay for basic necessities. Read more about this struggle to make ends meet.

How We Do It

We train volunteer tax preparers to help individuals and families claim their maximum benefit and refund. We partner with hundreds of community organizations and other free tax preparation providers such as Tax-Aid and AARP Tax-Aide to process over 80,000 tax returns each year. Through our free, quality tax return preparation, we provide low to moderate income households with access to asset building and income support resources such as public benefits, low or no cost bank accounts, and financial education. We also ensure eligible taxpayers claim income boosts such as the Child Tax Credit and the Earned Income Tax Credit (EITC).

You can learn more about how and why we do the work we do in our 2015 Annual Report. (download pdf)