Tax Refund: ‘Shocked and Excited’

Finding extra tax return dollars

Lifeline’s VITA program offers free tax preparation for eligible Lake County families. As a single mother of four children, Zoe was adjusting to working full time after furthering her education. This year Zoe had increased her family’s income which meant she was eligible for new tax credits that could provide her with a larger refund. She chose Lifeline because of its accessibility and reputation within the community.

“I knew it was an honest tax preparation service because it was located right at my local community action agency, Lifeline Inc., where everyone is very friendly and understands low income family circumstances,” Zoe states.

VITA’s tax coordinator arranged to meet with Zoe to review and educate her about benefits of the Earned Income Tax Credit.

“With new information I did not feel overwhelmed or confused. I felt the coordinator understood me,” Zoe explained.

Upon completion of her taxes, Zoe learned she would receive a significant refund. She states, “When the coordinator told me the amount I would be receiving I was shocked and excited. I thought now I can get caught up on some of my children’s needs that were placed on hold- as I was leaving the office with a big smile on my face. I will choose VITA for tax services next year”.

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