Financial Planning

Financial Integration Program

The Financial Integration Program aims to help VITA clients build a stable financial future through asset development of tax time refunds and utilization of financial stability programs. Financial Advocate volunteers promote and help VITA clients navigate on and off site financial tools that best fit their need.

Financial Advocates promote the utilization of on-site tools that help VITA clients build assets. These tools include:

  • IRS Form 8888 - Allocation of Refund (Including Savings Bond Purchases)
  • US Savings Bonds
  • Opening a Savings Account
  • Zions Bank check cashing vouchers

Other on-site tools that are offered on a limited basis include:

  • On site Credit Reports
  • One on One financial counseling
  • FAFSA completion

The Financial Integration Program has partnered with local agencies that provide financial stability programs and services. Earn It. Keep It. Save It. has created a partner referral platform that anyone can utilize. At select VITA sites, Financial Advocates help VITA clients match partner services with their need and make the referral for the client. Financial Integration Partners will contact VITA clients within 3-5 business days, and the client receives an email reminder that they were referred to a partner with important contact information.

Please feel free to browse through our partner referral platform to find a service that meets your need. This is another free service from Earn It. Keep It. Save It. Our partners will contact you within 3-5 business days.

Complete the Referral Form for Partner Services

Earn It.

The Earned Income Tax Credit (EITC) is a dollar-for-dollar reduction of taxes owed for people who work but do not earn high incomes.

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Keep It.

If you qualify, you can get FREE tax return preparation services either at a VITA site or online.

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Save It.

Looking to buy a home, go to school, or start a business? Need help creating a budget, paying down debt, or improving your credit?

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