Taxes Basics


  • Understand the basics of sales tax, payroll tax, property tax, and income tax
  • Learn the difference between pre-tax payroll deductions and post-tax
  • Learn how to use income tax brackets
  • Understand how a W-4 form impacts your paycheck and income taxes.
  • Tax forms – W-2, 1040, and 1040-EZ

Volunteer Opportunities:

  • Prior to the workshop, volunteer working in the industry should complete the annual review of the workbook to ensure the information is up to date and complete

Donor & Sponsorship Opportunities:

  • Printing students worksheets and workbooks

Opportunities to help your clients and employees:

  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
  • Host a workshop at your location for new or youth account holders
  • Host a Lunch N Learn, 1/2 day, or full day workshop
  • Employee Benefits can be offered to help cover cost of financial workshops and coaching.

Leave a Reply