Free Tax Preparation Service Fundraising Campaign

Help Us Provide Free Tax Preparation Services to Those Who Need It Most

Every tax season, thousands of low-income families struggle with the cost and complexity of filing their taxes. Many pay hundreds of dollars to commercial tax preparers, or worse, miss out on valuable refunds and tax credits they're entitled to. Our free tax preparation service changes that—but we need your support to expand our reach and help more families keep more of their hard-earned money.

Why Free Tax Preparation Matters

For families living paycheck to paycheck, tax refunds can be a lifeline. These refunds often represent the largest sum of money many low-income families receive all year, helping them pay down debt, build emergency savings, or invest in their children's education. The Earned Income Tax Credit (EITC) and Child Tax Credit alone can return thousands of dollars to eligible families—but only if they file correctly.

Commercial tax preparation can cost $200-$400 or more, eating into these crucial refunds. Our trained volunteers provide the same quality service at no cost, ensuring every dollar goes back to the families who earned it.

Where Your Donation Goes

Your contribution directly supports three critical areas of our program:

Volunteer Training & Certification ($XX,XXX) Our volunteers undergo rigorous IRS-certified training to ensure accurate, professional tax preparation. Funds cover training materials, certification exams, continuing education, and ongoing support throughout tax season. We train volunteers in basic and intermediate tax scenarios, special credits and deductions, and how to serve clients with empathy and respect.

Software Licensing & Technology ($XX,XXX) Professional tax preparation software is essential for accuracy and e-filing. Your donation helps us license IRS-approved software for all our volunteer sites, maintain secure computers and equipment, and provide data security and privacy protection that meets strict federal standards.

Community Outreach & Expansion ($XX,XXX) Many eligible families don't know free tax help exists. Funds support multilingual marketing materials, community partnerships and events, transportation assistance for clients, and expansion to underserved neighborhoods where help is needed most.

Our Impact

Last year alone, our volunteers:

• Prepared over XXX free tax returns
• Returned $X.X million in refunds to local families
• Saved clients an estimated $XXX,XXX in preparation fees
• Helped XXX families claim the EITC for the first time

But demand far exceeds our current capacity. With your help, we can train more volunteers, open additional sites, and reach more families who need our services.

Paperform Makes Giving Easy and Secure

This fundraising campaign is powered by Paperform, a trusted platform used by nonprofits worldwide to collect donations securely and efficiently. With Paperform, your contribution is:

• Secure and compliant: SOC 2 Type II certified with industry-leading data protection
• Flexible: Choose one-time or recurring donations, dedicate your gift to specific programs, or cover transaction fees to maximize your impact
• Transparent: Receive immediate confirmation and tax receipts for your records
• Connected: Your donation automatically updates our CRM, allowing us to thank you properly and keep you informed about the impact of your gift

Beyond This Campaign: Automating Nonprofit Operations

Organizations like ours use Paperform not just for fundraising, but across our entire operation. We use it to collect volunteer applications, schedule training sessions, register clients for appointments, gather feedback and testimonials, and manage internal request forms—all without needing technical expertise.

For nonprofits looking to streamline operations further, Paperform integrates seamlessly with Stepper (stepper.io), an AI-powered workflow automation tool. Together, they can automatically route volunteer applications through approval processes, trigger welcome emails and training schedules, update donor databases in real-time, and create task lists for follow-up actions—keeping your small team focused on mission-critical work instead of administrative tasks.

Join Us in Making a Difference

Free tax preparation is more than a service—it's economic empowerment. It's a single mother getting $3,000 back that she can use for her children's school supplies. It's a senior on a fixed income claiming credits that help with medical expenses. It's a family building savings for the first time.

Your donation today means one more family gets expert help at no cost. It means one more volunteer is trained and ready to serve. It means our community grows stronger and more financially secure.

Thank you for considering a contribution to this vital work. Together, we can ensure that everyone—regardless of income—has access to the tax help they deserve.

All donations are tax-deductible to the extent allowed by law. Our EIN is XX-XXXXXXX.