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• Comprehensive High School
• Suburb of Buffalo, NY
• 2100 students
• 3 Career Academies (1 NAF)
• 3RD Year AOF
Lancaster High School Lancaster, NY (Buffalo)
OUR GOAL IS TO DEMONSTRATE HOW YOU CAN:Give back to your community
Get business partners involved
Enhance your AOF curriculum
WHAT IS VITA? Give back to your communityGive back to your community
NO tax preparation fees Average savings of $100-$200
EITC (Earned Income Tax Credit) Unclaimed by many low-income
earners
Increased Tax Filing Reduces the fear and uncertainty
Give back to your communityGive back to your community NO tax preparation fees
Average savings of $100-$200
EITC (Earned Income Tax Credit) Unclaimed by many low-income
earners
Increased Tax Filing Reduces the fear and uncertainty
WHAT IS VITA?
Get your business partners involvedGet your business partners involved Lancaster-Depew Federal Credit Union
Site Administrator Verifies all returns prior to e-file
Significantly reduces the administrative function for teachers and school administrators
Relieves district of liability
Get your business partners involvedGet your business partners involved Lancaster-Depew Federal Credit Union
Site Administrator Verifies all returns prior to e-file
Significantly reduces the administrative function for teachers and school administrators
Relieves district of liability
WHAT IS VITA?
Enhance your AOF curriculumEnhance your AOF curriculum Students learn tax law in AOF:
Accounting (Grade 11) Students become certified IRS
volunteer tax preparers No liability risk since students are IRS
volunteers
Enhance your AOF curriculumEnhance your AOF curriculum Students learn tax law in AOF:
Accounting (Grade 11) Students become certified IRS
volunteer tax preparers No liability risk since students are IRS
volunteers
Student Produced Student Produced VideoVideo
1) Consider how you can start VITA in your community.
2) What outreach programs can be used to effectively market VITA?
3) What methods can be used to improve student problem solving skills?
1) Consider how you can start VITA in your community.
2) What outreach programs can be used to effectively market VITA?
3) What methods can be used to improve student problem solving skills?
GOALS & NEEDS
GOAL: Taxpayers to file and get EITCGOAL: Taxpayers to file and get EITCNEEDS:Volunteer Tax Prep LocationsNEEDS:Volunteer Tax Prep Locations
GOAL: Relevant PBL for studentsGOAL: Relevant PBL for students
NEEDS:Volunteer PreparersNEEDS:Volunteer PreparersGOAL: Provide VITA locationGOAL: Provide VITA location
NEEDS: VITA site managerNEEDS: VITA site manager
WIN, WIN, WIN
Taxpayers file & receive EITCTaxpayers file & receive EITC
Volunteer preparers and Relevant PBLVolunteer preparers and Relevant PBL
VITA location SITE MANAGERVITA location SITE MANAGER
MonthlyEarnings
FederalReturn
Saved Fees
Average Household Earnings $14,901
Lancaster Residents assisted by VITA for 2006 (2005 taxes)Lancaster Residents assisted by VITA for 2006 (2005 taxes)
39 Super Saturday Taxpayers39 Super Saturday Taxpayers
MonthlyEarnings
FederalReturn
Saved Fees
Average Household Earnings $16,066
Lancaster Residents assisted by VITA for 2007 (2006 taxes)Lancaster Residents assisted by VITA for 2007 (2006 taxes)
87 Super Saturday Taxpayers87 Super Saturday Taxpayers
Preparation Student Instruction (Link & Learn)
Marketing Media, Flyers, Posters
Tax Day “Super Saturday” Community Tax Preparation
Auditing and Reflection IRS submission
PROJECT ELEMENTS
AOF: AccountingTax Law
www.irs.gov
“link & learn”
AOF: AccountingTax Law
www.irs.gov
“link & learn”
CLASSROOM INSTRUCTION
Target: StudentsTarget: Students In-school announcements, flyersIn-school announcements, flyers
Target: Community at largeTarget: Community at largePress Releases, chamber of commerce Press Releases, chamber of commerce
mailing, advisory board flyersmailing, advisory board flyers
Target: Low Income residentsTarget: Low Income residentsDoor Hangers, community center flyersDoor Hangers, community center flyers
Target: StudentsTarget: Students In-school announcements, flyersIn-school announcements, flyers
Target: Community at largeTarget: Community at largePress Releases, chamber of commerce Press Releases, chamber of commerce
mailing, advisory board flyersmailing, advisory board flyers
Target: Low Income residentsTarget: Low Income residentsDoor Hangers, community center flyersDoor Hangers, community center flyers
MARKETING VITA
Flyers (click for more)
Student Produced VideoStudent Produced Video Local News stationsLocal News stations
Local BusinessesLocal Businesses Posters (click for more)
IDEAS?IDEAS?
MARKETING VITA
TAX DAY “Super Saturday” High School “Super Saturday” Credit Union
After School Hours Community Center
Low-income area of Buffalo, NY
High School “Super Saturday” Credit Union
After School Hours Community Center
Low-income area of Buffalo, NY
Click for more
Site ManagerAuditing Process (Verify)E-file submission
StudentsReflection Journals
Site ManagerAuditing Process (Verify)E-file submission
StudentsReflection Journals
AUDITING & REFLECTION
Necessary, relevant skill Interacted with Adults in a
leadership/assistance role Community volunteerism Interdisciplinary, multi-class project Board of Education and IRS
recognition
Necessary, relevant skill Interacted with Adults in a
leadership/assistance role Community volunteerism Interdisciplinary, multi-class project Board of Education and IRS
recognition
PROJECT SUCCESSES
Advisory Board Participation Positive Economic Impact on
Community Positive publicity
Advisory Board Participation Positive Economic Impact on
Community Positive publicity
PROJECT SUCCESSES
Getting word out to taxpayers Software integration to network Initial student “buy-in” Taxpayers with incomplete or
complicated information Initial alignment of curriculum Verifying student volunteer hours
Getting word out to taxpayers Software integration to network Initial student “buy-in” Taxpayers with incomplete or
complicated information Initial alignment of curriculum Verifying student volunteer hours
PROJECT CHALLENGES
Availability of teacher training Non-participation by advisory
board members that complete taxes as part of their business
Questions of reliability and confidentiality due to students’ age
Availability of teacher training Non-participation by advisory
board members that complete taxes as part of their business
Questions of reliability and confidentiality due to students’ age
PROJECT OBSTACLES
Connect to established VITA sites. Offer students as volunteers Regional IRS VITA representatives
Logistics of going it alone Logistics of partnering the school
and credit union
Connect to established VITA sites. Offer students as volunteers Regional IRS VITA representatives
Logistics of going it alone Logistics of partnering the school
and credit union
HOW TO GET STARTED
QUESTIONS/QUESTIONS/COMMENTSCOMMENTS1) Consider how you can start VITA in your
community.
2) What outreach programs can be used to effectively market VITA?
3) What methods can be used to improve student problem solving skills?
4) Questions/comments
1) Consider how you can start VITA in your community.
2) What outreach programs can be used to effectively market VITA?
3) What methods can be used to improve student problem solving skills?
4) Questions/comments
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents combine marketing, customer service, economics and accounting
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents make a positive economic impact for the community by taking a leadership role with adults.
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents become certified by the IRS, volunteer in low-income community centers and regularly present the program to the community.
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents prepare themselves for a lifetime of tax preparation and use teamwork, problem solving skills, effective communication, time management and customer service skills.
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents are held to the same standards as adult volunteer preparers. Not only do students work with adults, they assist adults.
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
Academic Rigor Authenticity Active Exploration Applied Learning Adult Relationships Assessment Practices
SIX A’S OF PBLStudents are held to the same standards as adult volunteer preparers and therefore understand that they are being held to real world standards.
Contact Information
www.lancasterschools.org/finance_academy
Scott Dixon (AOF Director)[email protected] Fisher (VITA Coordinator)[email protected] Ann Sweeney (Lancaster-Depew FCU)[email protected]