Welcome, Site Coordinators!

We have a wealth of resources for you and your tax site on the Earn It! Keep It! Save It! website. Check out the following resources and pages to help you run a successful site:

County site lists– Need to refer clients to another site? Download the county lists here, which will be updated frequently throughout tax season.

Quick links

Add a tax site– Add or edit the information that appears on the EKS website’s “Tax Site Finder” for clients.

Volunteer training materials– Here is everything you need to conduct a training for your volunteers, including TaxWise scenarios.

Tools for tax sites– Dozens of resources created just for you and your site! Resources range from TaxWise set up instructions to a volunteer orientation PowerPoint.

Savings– Tax time is the perfect time to encourage clients to save all or part of their refund. Here are multiple materials to help you close the deal.

MyFreeTaxes– Some clients you serve may be out-of-scope, so read more about this free online tax preparation tool for households earning $60,000 or less.

IRS Corner– Need an IRS fact sheet or a special publication? Check out this page to see what’s available.

2015 Annual EKS Conference

Each year Earn It! Keep It! Save It! hosts an annual conference where site coordinators are able to share and learn about best practices.  Check out the presentations this year by the IRS, FTB, and United Way:

Affordable Care Act (ACA) Overview and Updates- IRS (PDF)

Federal Tax Law Updates- IRS (PDF)

California Tax Law Updates- FTB (PPT)

EKS Annual Conference Presentation- United Way of the Bay Area (PPT)

Saver Express Lane (PPT)