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FPP Coalition 2021-2022 Tax Season Rapid Virtual Session: “What Do You Do When You Encounter a Taxpayer With No Relationship With a Financial Institution?”
03/29/2022 @ 2:00 PM - 3:00 PM EDTFree
FPP Coalition 2021-2022 Tax Season Rapid Virtual Session:
“What Do You Do When You Encounter
a Taxpayer With No Relationship With a Financial Institution?”
Tuesday, March 29, 2022
2:00 p.m. – 3:00 p.m. Eastern
Convening in the FPP Coalition Zoom Room
VITA Volunteers, Intake Specialists/Navigators, Quality Reviewers and Site Coordinators frequently encounter this common situation when serving low- to moderate-income taxpayers . . . the taxpayer wishes to receive their tax refund as quickly as possible, but does not have a current relationship with a bank or credit union.
What to do in that situation?
VITA stakeholders at all levels are encouraged to participate in this interactive, rapid Virtual Session to share their model practices that they have seen be highly effective when serving un- and under-banked taxpayers.
VITA practitioners at all levels are also encouraged to engage in this Virtual Session to tap into the expertise provided by our partners with the Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) on why it is crucial we become more adept at navigating these crucial moments in the VITA site service cycle.
Additional expertise is offered by the Bank On Florida movement and the FLTaxesOnline.org initiative to solidify the best ways to serve un-and under-banked taxpayers in our communities in Florida and the nation.