Category Archives: Income Tax Assistance

Malavenda’s New Role at LUM


Pablo Malavenda, Executive Program Director

Not to be confused with the “executive director,” Pablo Malavenda is the new Executive Program Director (reporting to the Executive Director).

In addition to his duties directing Jubilee Christmas, LUM communications & social media, IT support, database management and website development, Pablo will now also supervise the directors of the following LUM programs: Community Thanksgiving, Emergency Shelter/Winter Warming Station, Good Samaritan ProgramID ClinicYouth Programs, Food Pantry & Tax Assistance Program.

Originally from Meriden, Connecticut, Pablo now lives in West Lafayette with Kristin, his wife of 23 years, and their children, Maximilian (21) and Zoe (19), both of whom are attending Purdue. They are members of St. Thomas Aquinas, West Lafayette. Pablo graduated from Platt High School, earned a bachelor’s degree in Organizational/ Industrial Psychology and a Master’s in Higher Education Administration, both from the University of Connecticut, and has more than 15 years of supervisory experience.

With LUM, Pablo directed Hunger Hike from 2014-2019 and LUM Follies from 2015-2019. Pablo shared that,

I am excited to work with the talented team of LUM program directors. Over the years I have witnessed many great things but also know that together we can always do better and achieve more.

In his free time, Pablo enjoys sharing books with Kristin, going to concerts with Max, being the best Dance Dad to Zoe, as well as cooking for and traveling with all three. LUM is fortunate to have someone with Pablo’s experience to join the management team at LUM.

Current Volunteer Needs – Tax Preparers


Tax Assistance Program

Ever thought about volunteering to help people with their tax returns? Don’t know that much about taxes? Don’t worry — you’ll get specialized training or you can choose a volunteer role that doesn’t require tax law certification.

The LUM Tax Assistance Program offers flexible hours, the training is free and the time commitment is up to you. Choose your role – and get a chance to touch many lives.

If you’re interested or need more information, click HERE. If you need further information, please call or email Josh Prokopy (765-423-2691 | jprokopy@lumserve.org.)


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Be a Volunteer Income Tax Preparer at LUM


Every year, hundreds of low income families come to LUM to get their taxes done. And YOU can be a part of making that happen!

The average family that uses the LUM Tax Assistance Program earns a little more than $20,000 a year, cannot afford to pay a professional to do their taxes, and often lack the confidence, experience, or ability to complete the returns on their own.  

Being a volunteer tax preparer at LUM can be an incredibly rewarding and fun experience.

Tax tax clinics are scheduled for Tuesdays & Thursdays from 10 a.m. to 1:30 p.m., Wednesdays from 4:30 to 7:30 p.m., and Saturdays from 10 a.m. to 2:00 p.m., beginning in February and going through early April. You can sign up for as many or as few clinics as you’d like. All volunteers need to complete an IRS tax certification. Saturday prep classes will provided for volunteers in December and January to help you get ready. Anyone can learn to do this, regardless of background or experience.

If you’d like to find out more about becoming a volunteer tax preparer, please email program director, Josh Prokopy at jprokopy@lumserve.org.


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Be a Volunteer Income Tax Preparer at LUM


Every year, hundreds of low income families come to LUM to get their taxes done. We all know how scary tax time can be, but here at LUM it’s often a time of joy. Families who struggle every day just to get by, come here to learn they’re going to get a refund that will place badly needed money back in their pockets. And you can be a part of making that happen!

The average family that uses the LUM Tax Assistance Program earns a little more than $20,000 a year. They cannot afford to pay a professional to do their taxes, and many lack the confidence, experience, or ability to complete the returns on their own.  

Being a volunteer tax preparer at LUM can be an incredibly rewarding experience.Since, it is a small program, our volunteers have the chance to get to know their clients, and to feel the very personal and immediate reward that comes with realizing they have truly helped someone. At the same time, our volunteers have a lot of fun. Volunteers and staff get to know each other, socialize together between client visits, and help each other solve problems as they arise.

While a few of our volunteers are tax professionals, looking for a way to use their skills to help those in need, others just love the mental challenge of completing a tax return, and still others come to us with no background in math or taxes whatsoever. There have even been volunteers who started off terrified of numbers, only to discover that taxes weren’t that scary after all.

Tax tax clinics are scheduled for Tuesdays and Thursdays from 10:00 a.m. to 1:30 p.m., Wednesdays from 4:30 to 7:30 p.m., and Saturdays from 10:00 a.m. to 2:00 p.m., beginning in February and going through early April. You can sign up for as many or as few clinics as you’d like.

All volunteers need to complete an IRS tax certification. This can seem intimidating at first glance, but don’t worry! There will be Saturday prep classes in December and January to help you get ready. And once you’re certified you can spend a clinic or two shadowing a more experienced volunteer before taking your first client. And if you run into problems you don’t understand, there’s always someone there to help!

Anyone can learn to do this, regardless of background or experience. If you’d like to find out more about becoming a volunteer tax preparer, please email program director, Josh Prokopy at jprokopy@lumserve.org.

 

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Spotlight on Tax Assistance Volunteers



The LUM Tax Assistance Program started this month and is in full swing! Volunteers are an integral part of this vital program, and today we put a spotlight on these superstars. Pictured L to R are Karen Marty, Andrea Schmidt, Ann Pellegrino, Josh Prokopy (director), Connie Decker and Marilyn Zerbes. Volunteers not pictured are Evie Griffin (intern), Patti O’Callaghan, Ron Smith, Rob Patrick, Tricia Sembroski, Ai Ai Lau, Carol Reisert, Tim Delworth and Bill Meinweiser. LUM would not be able to offer this service without the skilled, trained volunteers who make it a success each year. Special thanks to ALL of the LUM Tax Assistance Program volunteers this year.


Did you know?

  • At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge
  • You may also file your taxes online for FREE

For more information on the Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691.


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Tax Assistance Program

LUM Tax Assistance Program Starts Soon


Volunteers Are A Vital Part of LUM Tax Program

The LUM Tax Assistance Program will start on Saturday, February 2. Volunteers are an integral part of the LUM Volunteer Income Tax Assistance program also known as VITA. LUM would not be able to offer this service without the skilled, trained volunteers who make this vital LUM program such a success each year. Special thanks to ALL of the volunteers assisting with the LUM Tax Assistance Program this year.

Did you know?

  • At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge
  • If your household earned less than $66,000 in 2018, you may file your taxes online for FREE

For more information on the LUM Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691.

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Volunteers Needed – Income Tax Assistance


Volunteers Needed – LUM Income Tax Assistance Program

Make a difference in your community by becoming a LUM tax volunteer. Volunteers are needed from Saturday, February 2 through Thursday, April 4 for the LUM Tax Assistance Program.

No experience is necessary — and training is provided. You may even qualify for continuing education credits. There are a number of volunteer roles available — click HERE to see descriptions. For tax preparers, some accounting experience is desired. In all tax volunteer roles, individuals who are bilingual, multi-lingual, and have international experience are helpful. As a LUM tax assistance volunteer, you’ll join a program that’s helped millions of people file tax returns at no charge for more than 40 years.

LUM strengthens our community through the Volunteer Income Tax Assistance program. VITA, a nationwide IRS program, secures greater financial stability and economic opportunity for working families — and directly impacts OUR community. Your help will make a difference — and have a significant positive impact. If you are interested or need more information please click HERE or call or email Josh Prokopy (765-423-2691 | taxes@lumserve.org).

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Income Tax Preparation Season is HERE


Josh Prokopy – LUM Tax Assistance Director

Josh J. Prokopy is the new program director for the LUM VITA tax assistance program. With LUM, Josh has served the past two years as the Turkey Trot 5K Run director.

Josh grew up in Conway, Massachusetts and now lives in West Lafayette with his wife, Linda, and their three children, Annabel, Margaret & David. Annabel & Margaret are both 14 years old and in 9th grade at West Lafayette Junior/Senior High School, and David (11) is in 6th grade at West Lafayette Intermediate School. They are members of Unitarian Universalist Church of Tippecanoe County. Josh earned a bachelor’s in independent concentration from University of Massachusetts, Amherst, and a Master’s in Sociology and Master’s in Social Work both from the University of North Carolina, Chapel Hill. Josh is active in his church.

Josh shares,“My priorities are to raise my family as best I can, to let loose children who care about the world and our future, to better understand the world around me, and to try and make a difference, at least in a small way, within my community.” He finds inspiration in his father, “who was extremely independent minded and hard working, and never cared a hoot for what anyone else thought of him. He lived his own life in his own way, but did so much to enrich the world around him.” Josh is excited about his role with LUM, and stated, “If we can do anything at all to give people a renewed sense of hope, than we’ve made a huge impact in their lives.”

Josh is an avid home-brewer of beer and has a 2nd degree black belt in Taekwondo. He enjoys being out in nature, and spending time with friends and family engaged in meaningful conversation, “preferably over a glass of excellent home-brewed beer.”

LUM is fortunate to have Josh Prokopy rejoin the LUM staff in this new role.

LUM Tax Assistance – Tremendous Positive Impact


LUM Tax Assistance Volunteers Reflect & Celebrate


Each year, LUM offers FREE Income Tax Preparation Assistance for eligible, low-income households and individuals who reside in Tippecanoe County. The volunteers and staff who have been working with this year’s LUM Tax Assistance Program met for lunch at Walt’s Pub & Grill to reflect & celebrate another successful year. Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • $906,444 – Total Refunds
  • $811,362 – Total Federal Refunds; $95,082 – Total State Refunds
  • 522 – Income Tax Returns filed
  • $253,200 – Total in Earned Income Credit
  • $20,502 – Average Adjusted Gross Income

Attending the celebratory lunch (pictured L to R) were Joe Micon, LUM executive director; Patti O’Callaghan; Andrea Schmidt; Rob Patrick; Ben Murphy, Tax Assistant Program director; and Ron Smith.


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Tax Assistance Program


LUM Income Tax Assistance in Full Swing


Impressive Stats So Far

In just six weeks, the LUM Tax Assistance Program has had a tremendous positive impact on our community. Some interesting statistics so far are as follows:

  • Total Income Tax Returns Filed – 328
  • Total Earned Income Credit – $215,332
  • Average Adjusted Gross Income – $21,394
  • Total Refund Amount – $616,838

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 2018 LUM Tax Assistance Program is led by Ben Murphy.

More information on the LUM Tax Assistance Program may be found HERE.


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Tax Assistance Program