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A P6 Project – Federal health Federal Credit Union and the VITA Program

Financial Health Federal Credit Union (FHFCU) is creating measurable positive impact in their community though a partnership with the United Way to facilitate six Volunteer Income Tax Assistance (VITA) locations around Indianapolis.   VITA is a national program of the IRS that offers free tax help to people who make $54,000 or less, persons with disabilities, and/or those with limited English skills who need assistance in preparing their own tax returns.  Over the past two years FHFCU has assisted over 1,100 people file their taxes and receive electronic returns. 

“With our focus of helping members to achieve financial health, the VITA program is a very important part of helping our members and community to obtain the assistance they need,” explains CEO, Shawn Wobert, “Because the documentation and process of filing taxes is so cumbersome, many people turn to tax services or tax preparers to complete their annual tax return, which can cost them hundreds of dollars.  By offering this program we not only eliminate any cost for tax preparation, but it also gives us the opportunity to teach financial strategies to help them be prepared for future emergencies or opportunities.”     

Participating in the VITA program not only serves FHFCU’s members, it also increases their staff’s job satisfaction. Over half of FHFCU’s staff volunteer nights and weekends to make the VITA program a success. Monteria Phillips, FHFCU Member Service Representative, said that she liked the program because it made her feel like she was really making a difference in people’s lives. “I knew that if I was helping them with their taxes someone else wasn’t taking advantage of them and taking a big percentage of their tax return,” said Phillips. 

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