IABC Tax Preparation Services

Free Tax Preparation

The Indianapolis Asset Building Coalition announces the launch of SAVE-EARN-LEARN, Indianapolis' Campaign for Financial Fitness, an initiative that provides free tax preparation and financial education to low-income Marion County residents.

The services will be offered at community centers throughout Indianapolis from Jan. 24 through April 15. Eligible residents are those without dependents that earned $20,000 or less in 2008, or those with dependents that earned $45,000 or less. Please note that this program is targeted for preparation of personal tax returns; therefore individuals with more than $5,000 of reportable business expenses for 2008 are not eligible.

Please call 2-1-1 to find a tax site near you.

Form 990 - Non-profit Tax Issues

Form 990 - Non-profit Tax Issues

Free seminar on non-profit tax issues and Form 990 on February 3 from 8:00 a.m. to 10:00 a.m. at Crowe Horwath LLP, 3815 River Crossing Parkway, Suite 300, Indianapolis, IN 46240. The redesigned Form 990 is a sweeping change in reporting for tax-exempt organizations, which are still looking for guidance on tactical approaches to this significant task. This seminar will focus on those issues critical to compliance with the new filing requirements and maintenance of an organization's exempt status. To register, go to www.crowehorwath.com/events or call 574-246-4489.

IABC Tax Assistance Service

Do you qualify for FREE tax preparation service?

CHECK THE BOXES THAT APPLY TO YOU

• I made $20,000 or less in 2008.1 do not have any dependents/children.
OR
• I made $45,000 or less in 2008 and have dependents/children.

If you checked either of these boxes, you qualify for FREE TAX PREPARATION SERVICE

SAVE - EARN - LEARN
Indy's Campaign for Financial Fitness

MUST BE ABLE TO PROVIDE THE FOLLOWING INFORMATION:
 Valid picture ID
 Social security cards or ITIN cards for all persons on return
 Copy of last year's tax return
 All W2 forms for all employment during 2008
 Interest and dividend statements
 All 1099 forms received, including 1099 SSA from the Social Security Administration and unemployment statements
 Education expense receipts and 1098 form
 Child care receipts, along with provider's address and social security number / employer identification number
 Real estate property tax receipts
 Landlord name and address
 Bank routing number and account number for direct deposit
 Amount of 2008 Economic Stimulus Payment

PLEASE NOTE: Free tax preparation service is not available if, in 2008, you owned or sold rental property, sold a business, had more than $5,000 in business expenses, or bought/sold stocks, bonds, or mutual funds.

SAVE - EARN - LEARN

OPENING DATE

1.24.09

Call 211 to find a tax site near you.

A SERVICE PROVIDED BY THE INDIANAPOLIS ASSET BUILDING COALITION

Economic Stimulus Payment

“If you have not applied for your Economic Stimulus Payment”

And are a individual or family that received Social Security Disability (SSI does not count as a qualifying benefit) or Veteran Benefits in 2007. Southeast Community Services will be preparing taxes

September 13th and 27th 2008
9:00am to 3:00pm

IRS representatives will be on site. Returns may be left with them to be taken back to their local downtown office for your convenience

Location:
901 Shelby St.
2nd floor
Indianapolis, IN 46203

If you receive Disability or Veterans Benefits, please read

If you receive Disability or Veterans Benefits, please read

Close to 15,000 individuals or families receiving disability or veterans benefits have not filed for their Economic Stimulus Payment (ESP).

In an effort to assist any individual or family that may still be in need of services we are partnering with the IRS to hold two ESP days at Southeast Community Services.

1. We will be preparing taxes for any individual or family that received Social Security Disability (SSI does not count as a qualifying benefit) or Veterans Benefits in 2007 on Saturday, September 13 and Saturday, September 27 from 9:00 am – 3:00 pm.

2. We are also in need of volunteers for this project. Volunteers will not be preparing a full tax return. You will simply complete by hand name, address, social security number, and one line on the taxpayers 1040; have the client proof read their information and sign in the designated area.

Individuals and families will not even have to mail in their returns we will have representatives from the IRS available to take to forms back with them to the local office downtown.

Free and quick training will be provided at 8:15 am at the Center. Any help you can spare would be appreciated including just one hour of your time.

If you have any questions please do not hesitate to contact me.

Please feel free to pass along this information to any of your community partners.

Thank you,

Terri Garcia
Executive Director
Southeast Community Services
317.236.7400 x 222

Tax Assistance Class

Business Ownership Initiative of Indiana
Taxes for the Small Business Owner
an informative class taught by a CPA
to help you sort through the issues and
answer your questions in understandable "layman's" terms
Monday, May 19, 2008
6-8 PM

Most importantly the fee is ONLY $10 payable at the door.
Registration is required by phone 917-3266 ext. 100 or email information@businessownership.org.

This is a great class for existing business owners and/or business owners just launching who want to better understand what they should be aware of regarding tax filings. Feel free to forward this invite to any small business owners you might know!

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