Meet a LUM Tax Assistance Volunteer

2015-02-23 AnnePellegrino 005 (gold)Volunteers are an integral part of the LUM Income Tax Assistance Program — and we’d like you to meet one of our superstars — Ann Pellegrino.

Originally from Easton, Pennsylvania, Ann graduated from Middlebury College (Vermont) before ending up in the mid-west. She lives in Lafayette with her husband, Lou. Ann & Lou have two grown daughters & three grandsons.

She is a retired professional from Purdue University. While at Purdue, Ann administered programs in Gifted Education and later was an administrative assistant in a research laboratory in Biological Sciences.

As a volunteer tax preparer, Ann’s expertise is in preparing taxes for what the government classifies as “non-resident aliens.” About 75% of her tax clients are international students from Purdue. Ann has been a dedicated volunteer with the LUM Tax Assistance Program for over six years and has over 15 years experience in preparing taxes.

Ann shared that “it’s just so much fun. I enjoy working with the clients and figuring it out like one big puzzle. I love volunteering because I get to meet and work with very interesting people from all over the world.”

A tremendous thank you to Ann and all of our LUM Tax Assistance Program volunteers.

LUM Tax Assistance Program is Busy — Impressive Stats So Far

In just five weeks, the LUM Tax Assistance Program has had a tremendous positive impact on our community. Some interesting statistics so far are as follows:2015-02-23 AnnePellegrino 013 (gold)

  • Total Income Tax Returns Filed – 400
  • Total Earned Income Credit – $390,982
  • Total Education Tax Credit – $5,016
  • Total Refund Amount – $790,310

LUM would not be able to offer this service without the skilled, trained volunteers who
make this important LUM program such a success each year. At LUM, taxpayers get one-on
-one help from IRS-certified volunteers who prepare their taxes at no charge. The 2015
LUM Tax Assistance Program is led by Sandra Dunn-El (pictured above). Call
765.423.2691 for more information.

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Tax Assistance Program

2 thoughts on “Meet a LUM Tax Assistance Volunteer

  1. If you are providing tax assistance for low income families who really need your help, then why are there no walk-in times and very limited time for appointments? I called today and the person told me there are no appointments available!!!!!
    I can’t afford to have my taxes done by anyone else. What do I do now? You advertise that your assistance is from Jan 20-April 10 and here it is March 10th and you are not available???????

    1. Amy

      I am sorry all of our appointments were taken by the time you called. Here is a list of other agency offering free tax assistance:

      * United Way VITA Program: 765-421-6163
      * IVY Tech VITA Program: 765-269-5848
      * Senior Center VITA Program: 765-447-2311 (Seniors Only)

      I am sure one of these agency will be able to help you. Again, sorry — and good luck.

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