United Way financial stability initiatives help families increase savings, improve credit scores, reduce debt and avoid predatory lending products. We’ve compiled a list of financial resources below to help our neighbors build a foundation for financial stability and economic mobility, establish savings and hold on to more of what they earn.
United Way of Metropolitan Dallas helps you save money and maximize your tax refund.
- Find a virtual tax preparation options: www.DallasTaxCenters.org
- File for free online: www.MyFreeTaxes.com
- Volunteer to provide tax preparation services: Contact Ronnie Daniels at Foundation Communities for more information.
Last year, United Way’s free tax preparation services helped 12,500 families receive a total of $18.5 million in refunds. In addition, families save about $200 in preparation and filing fees.
- It is completely free
- It is complete safe- volunteers are IRS certified tax preparers
- It saves you money. Clients save an average of $200 in tax preparation fees, plus get an average refund of $2,400 by claiming all their eligible all of the tax credits and refunds.
What to bring:
- Photo ID
- Social Security or ITIN cards for you, your spouse and dependents
- All W2 and 1099 forms
- Health insurance documents
- Checking/ savings account number
- Last year’s tax return
- Building Wealth (Federal Reserve Bank of Dallas): Financial education materials for consumers, community leaders, students and teachers.
- First United Bank: Financial education materials and resources; co-branded program available.
- Jump Start Coalition: Financial education resources for students and educators.
- Money Smart (FDIC): The FDIC’s Money Smart financial education program can help people of all ages enhance their financial skills and create positive banking relationships.
- Ready, Set, Bank.: (Hosted by Capital One) Online banking made easy. Also available in Spanish.
- Teacher Online Resource Center (FDIC / CPFB): Tools to help educators teach financial education including lesson plans, videos, and other resources.
- Your Money, Your Goals (CFPB): Your Money, Your Goals is a set of financial empowerment materials for organizations that help people meet their financial goals by increasing their knowledge, skills, and resources.