Tax Services Archives - Page 3 of 4

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Building Community Capital: MEDA’s VITA Tax Team Returns $5.8 Million to our Community

When MEDA’s Tax Program Manager Max Moy-Borgen woke up on Tuesday, he breathed a deep sigh of relief. That’s because another successful tax season was under his belt. This is an impactful feat when you run the largest free tax preparation service in the San Francisco Bay Area. Moy-Borgen (photo) counts on his staff, 132…

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Giving Credit Where Credit is Due: State and Local Officials Join to Explain Importance of New California EITC

“Use it or lose it!” Those powerful words from State Board of Equalization Member Fiona Ma, at a press conference held at MEDA today, underscored the importance of getting out the message about the state’s new Earned Income Tax Credit (EITC). Ma fears that if not enough Californians take advantage of this credit, politicians in Sacramento…

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Citi and MEDA Release Taxes White Paper, Are Interviewed by San Francisco Treasurer José Cisneros

With tax season now underway, there is a clear need to seize the moment to provide asset building services to the low-income community. That is why Citi and MEDA have just released a white paper, “Key Elements of Service Integration of Asset Building Services at Tax Time,” to showcase the success of their model. (Read the white paper.)…

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“Earned Income Tax Credit Awareness Day”: Building Family Economic Success in Low-Income Communities

EITC: those four letters sure mean much to the low-income community. The term is so powerful that there’s even a day named for it. That would be “Earned Income Tax Credit Awareness Day,” which is today. “Earned Income Tax Credit Awareness Day” is the brainchild of the IRS and is a federal strategy to foster…

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Top Tax Tips for 2016

MEDA plans to serve at least 4,000 clients this year via what has quickly become the largest free tax preparation service in San Francisco. The below tax tips are important items to keep in mind when coming to Plaza Adelante (2301 Mission Street @ 19th, Room 203) and its three other VITA sites in San Francisco. Tax Tip…

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Free Tax Preparation at MEDA Provides Asset Building for the Low-Income Community

Free tax preparation is just the start In 2015, MEDA prepared 4,200 clients’ tax returns at no cost, which translated to a staggering $5.2 million returned to the low-income community. These families were also able to eschew costly paid tax preparers, who also may not be as well versed in IRS rules for matters pertaining…

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Why I Give Wednesday: MEDA Workforce and Tax Specialist Ernesto Martinez

To celebrate this season of giving and thankfulness, every Wednesday we will showcase staff, Board members, volunteers and clients telling what this Mission District, San Francisco nonprofit brings to their lives. I started off looking for an economic-development nonprofit when I graduated from San Francisco State last December. I searched for the best and most-effective agency that was…

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Our Self-Employed Self-Assessment to Ensure You’re Doing Everything Required

A stroll through the Mission this morning showcased many people taking the self-employment route. From daycare providers keeping a watchful eye on neighborhood kids to housecleaners toting supplies to landscapers ready to till the soil, these hardworking individuals are drawn to the dream of flexible hours and freedom from having a boss. While those are…

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Free Tax Preparation Mission SF
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MEDA Meeting Distinct Tax Challenges of the Low-Income Community

After just five years, MEDA now runs the largest free tax preparation program in San Francisco. While things are super busy during the first part of the year, with everyone trying to meet the April 15th filing deadline, there are still plenty of clients coming through the doors of Plaza Adelante, the Mission neighborhood center,…

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MEDA April 2015 Volunteer of the Month: Sarah Souza

Each month, the Mission Economic Development Agency honors one of its dedicated volunteers—the people who are an integral part of MEDA’s ability to provide free services to low- and moderate-income Bay Area residents. Thanks to all of the selfless MEDA volunteers who choose Plaza Adelante as their second home. Name: Sarah Souza Program: Policy and Free Tax Preparation Programs…

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