Tag Archives: tax assistance

LUM Tax Assistance Program Persists in 2022


LUM Tax Program Adapts, Persists & Succeeds


Each year, the LUM Tax Assistance Program offers FREE income tax preparation services for eligible, low-income households and individuals who reside in Tippecanoe County. Due to the uncertainty of the COVID-19 resurgence in early 2022, LUM offered both in person and virtual options for our tax assistance clients.

Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • 309 – Income Tax Returns filed
    • 22 of which were Eldery Tax Credit Returns
  • $453,000 – Total Refunds
    • $407,000 – Federal Refunds
    • $46,000 – State Refunds
  • $121,480 – Total – Earned Income Credit
    • $116,000 – Federal – Earned Income Credit
    • $5,480 – State – Earned Income Credit
  • $21,578 – Average Adjusted Gross Income

How the LUM Tax Assistance Program is a vital program that boosts the local economy:

  • Refunds boost our local economy by increasing sales and creating jobs in retail
  • Lower wage workers can’t afford to have their tax returns prepared professionally – or have limited access to technology to prepare their own
  • Federal & state support for working families is often offered through tax code
  • If individuals don’t file, significant tax credits will be left unclaimed

LUM is proud of the volunteer Tax Assistance team for making it possible to continue offering this service during the COVID resurgence. This year the volunteers were as follows:

  • In PersonConnie Decker, Jan Engle, Dan Gukien, Olena Hillberry, Stacey Hosler, Joan Marshall, Mary Kay McCauley, Nina Morgan, Carol Robicheaux, Tricia Sembroski, Ron Smith, and Terry Stewart
  • Virtual Kathy Hicks, Ai Ai Lau, Patti O’Callaghan, Rob Patrick, Paul Preckel, Bharathi Raghothama, Andrea Schmidt, and Janet Winters

Join us in THANKING these volunteers.


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Tax Assistance Program

LUM Volunteer Opportunities in 2022


Did You Know? Serving Others Helps YOU Too!

Did you know?
Volunteering with LUM is a Win-Win experience. There are many benefits to you when you serve your community. It helps others as well as benefits YOU!

  • You LEARN more | You FEEL more | You SMILE more | You STRESS less

LUM offers many different opportunities, from working one-on-one with a child to helping run the homeless shelter. To view all LUM Volunteer Opportunities, click HERE. To check out the current LUM volunteer needs, click the specific program link here:

Tax Assistance Program | Shelter Overnight Volunteer | Immigration Clinic || Food Pantries | Afternoon Receptionist | After School Program |

Make this the year that you follow through on your New Year’s resolution to make a difference in the lives of your local neighbors in need by volunteering at LUM.


More Important Information

LUM EVENTS
Sign up to volunteer at LUM Events online. Online Volunteer Sign Up Sheets, click HERE.


GROUP OPPORTUNITIES
If your group would like to volunteer with LUM, sign up for a LUM Event online — or please email or call for more information (volunteer@lumserve.org | 765.423.2691).


LUM VOLUNTEER LISTING
To view all LUM Volunteer Opportunities, click HERE.


SIGN UP ONLINE
 Sign up to volunteer with LUM online. It’s quick and easy — and you’ll get an email confirmation and email reminders. For a list of Online Volunteer Sign Up Sheets, click HERE.



¿Habla Español? Love Helping Others? Sign up to Volunteer with LUM!

New Year’s Resolution – Volunteer with LUM


Did You Know? Serving Others Helps YOU Too!

Did you know?
Volunteering with LUM is a Win-Win experience. There are many benefits to you when you serve your community. It helps others as well as benefits YOU!

  • You LEARN more
  • You FEEL more
  • You SMILE more
  • You STRESS less

LUM offers many different opportunities, from working one-on-one with a child to helping run the homeless shelter. To view all LUM Volunteer Opportunities, click HERE. To check out the current LUM volunteer needs, click the specific program link here:

Make this the year that you follow through on your New Year’s resolution to make a difference in the lives of your local neighbors in need by volunteering at LUM.


More Important Information

LUM EVENTS
Sign up to volunteer at LUM Events online. Online Volunteer Sign Up Sheets, click HERE.


GROUP OPPORTUNITIES
If your group would like to volunteer with LUM, sign up for a LUM Event online — or please email or call for more information (volunteer@lumserve.org | 765.423.2691).


LUM VOLUNTEER LISTING
To view all LUM Volunteer Opportunities, click HERE.


SIGN UP ONLINE
 Sign up to volunteer with LUM online. It’s quick and easy — and you’ll get an email confirmation and email reminders. For a list of Online Volunteer Sign Up Sheets, click HERE.



¿Habla Español? Love Helping Others? Sign up to Volunteer with LUM!

TAX Assistance – Volunteers Needed


The LUM Tax Assistance Program has openings for volunteers to help local individuals and families with their income tax returns. YOU can make things a little easier, and provide a valuable service to the struggling families who rely on LUM to get their taxes done. If this sounds like a fun and rewarding experience, please join the LUM Tax Prep Team.

LUM has developed a plan to get taxes done while keeping volunteers and clients safe. LUM is offering remote and “limited in-person” sessions from February through April. To view the variety of volunteer opportunities available, see below. If you would like to find out more, please email the LUM Tax Assistance director, Josh Prokopy, at jprokopy@lumserve.org.


Here are some of the VOLUNTEER roles needed at LUM:

Greeter/Screener – You greet everyone visiting the site to create a pleasant atmosphere. You screen taxpayers to determine the type of assistance they need and confirm they have the necessary documents to complete their tax returns. Tax law certification is not required for this position.

Tax Preparer – You complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.

Interpreter – You provide free language interpreter services to customers who are not fluent in English. Basic tax knowledge is helpful, but it is not required for this position.

Quality Reviewer – You review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. You must be tax law certified at least at the Intermediate level.  

Site Administrator/Coordinator – You have excellent organizational and leadership skills.  You are the primary resource for sharing your knowledge of the program and are available to assist with any issues that may arise. You develop and maintain schedules for all volunteers to ensure adequate coverage, supplies and equipment at your site. Tax law certification is not always required for this position.

Computer Specialist or troubleshooter – You have a working knowledge of personal computers, software and communications systems. Tax law certification is not required for this position. If working at a self-prepare site you must become familiar with the various tax software option(s) available at your site. Although you may have less taxpayer interaction than most volunteers, you must be patient with those individuals who may not be as computer literate.

Tax Coach – You provide tax law assistance and guide taxpayers in preparing their own tax returns. Tax law certification is required for this volunteer role and training is available on-line or through face-to-face instruction.

Instructor – You complete online certification in tax law at the advanced level or higher and familiarize yourself with any software updates before instructing other volunteers. You will conduct classes online or in a classroom setting.



Empathy | Engagement | Energy | Experience


Did you know?

There are many benefits to volunteering with LUM. Serving your community not only helps others but also has benefits YOU!

  • You gain EXPERIENCE
  • You become more EMPATHETIC
  • You  are HAPPIER
  • You reduce your STRESS

There are many different opportunities for volunteering at LUM, from working one-on-one with a child to helping run the homeless shelter. Check out the current volunteer needs listed below.


Immediate Openings — LUM Volunteer Needs

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

Please SHARE with others.

LUM Tax Volunteers Celebrate 2021 Success


Volunteers Gather for Celebratory Picnic Lunch


The volunteers and staff who have been working with this year’s LUM Tax Assistance Program met for a picnic lunch in Happy Hallow Park (West Lafayette) to celebrate another successful year. Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • 242 – Income Tax Returns filed
  • $338,856 – Federal Refunds
  • $34,320 – State Refunds
  • $373,176 – Total Refunds
  • $21,176 – Average Adjusted Gross Income
  • $68,016 – Federal – Earned Income Credit
  • $5,048 – State – Earned Income Credit
  • $73,064 – Total in Earned Income Credit

Join us in thanking the LUM Tax Assistance Program volunteers picture above as follows — Standing L to R: Joan Marshall, KG & Bharathi Raghothama, Barb Sharkey, Kathy Hicks, Carol Robicheaux, Rob Patrick, Josh Prokopy (director); Seated: Tricia Sembroski, Ann Pellegrino & Andrea Schmidt; Not pictured: James Brinkley, Connie Decker, Ai Ai Lau, Karen Marty, Nina Morgan, Patti O’Callaghan & Ron Smith.

If you wish to make a donation to the LUM Tax Assistance Program, click HERE.


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Tax Assistance Program

LUM Tax Assistance Program Prevails in 2021


A Journey of Determination & Success

“It is clear that despite COVID-19 our program has been a success,”

Josh Prokopy, the LUM Tax Assistance director

Each year, LUM offers FREE Income Tax Preparation Assistance for eligible, low-income households and individuals who reside in Tippecanoe County. LUM is proud of the Tax Assistance team for making it possible to continue offering this service during the pandemic.

Some interesting statistics about this year’s LUM Tax Assistance Program are as follows:

  • 242 – Income Tax Returns filed
  • $338,856 – Federal Refunds
  • $34,320 – State Refunds
  • $373,176 – Total Refunds
  • $21,176 – Average Adjusted Gross Income
  • $68,016 – Federal – Earned Income Credit
  • $5,048 – State – Earned Income Credit
  • $73,064 – Total in Earned Income Credit

Why is the LUM Tax Assistance Program so important?

  • Lower wage workers can’t afford to have their tax returns prepared professionally – or have limited access to technology to prepare their own
  • Federal & state support for working families is often offered through tax code
  • If individuals don’t file, significant tax credits and the Economic Impact Payments (AKA stimulus money) will be left unclaimed
  • Refunds & stimulus money boost our local economy by increasing sales and creating jobs in retail

Josh also shared,

It’s taken extra work, but our 16 volunteers were up to the challenge, and worked very hard under difficult conditions.

This year the volunteers were James Binkley, Connie Decker, Kathy Hicks, Ai Ai Lau, Joan Marshall, Karen Marty, Nina Morgan, Patti O’Callaghan, Rob Patrick, Margaret Prokopy, Bharathi Raghothama, Carol Robicheaux, Andrea Schmidt, Tricia Sembroski, Barbara Sharkey, and Ron Smith. 

Join us in THANKING these volunteers.


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Tax Assistance Program

Josh’s Reflections On COVID-19 from the Frontlines


“After a great deal of planning to develop a safe and effective model, we enabled low income taxpayers to get their returns done for free. Many lack the technology or confidence to do their own taxes, and without the LUM tax program they might have been paying hundreds of dollars for this service. It’s taken extra work, but our 12 volunteers have been up to the challenge, and are working very hard under difficult conditions. It is clear that despite COVID-19 our program has been a success, on track to surpass 200 returns this season.”

Josh Prokopy, Director, LUM Tax Assistance Program


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Tax Assistance Program

TAX Assistance – Volunteers Needed


This year due to strict COVID-19 protocols, the LUM Tax Assistance Program needs more volunteers than usual.

LUM has developed a “no contact” plan to get taxes done, and volunteers are needed. Many of our clients will be getting their tax information to us online. However, there will be plenty of clients who lack either the technology or the confidence to do that. LUM is offering “no contact” sessions every weekend from February through April where clients can drop off their materials and get them scanned. All interactions with clients will happen through a glass door using a drop slot to collect materials.

 The LUM Tax Assistance Program needs volunteers to help:

  • Verify client IDs and collect their documents
  • Scan their documents and get them uploaded to a secure site

 Tax time can be scary, and without the normal in-person tax clinics that our clients are so used to, this year is likely to be scarier than most. YOU can make things a little easier, and provide a valuable service to the struggling families who rely on LUM to get their taxes done. If you would like to find out more, please email the Tax Assistance program manager, Josh Prokopy, at jprokopy@lumserve.org.


Empathy | Engagement | Energy | Experience


Did you know?

There are many benefits to volunteering with LUM. Serving your community not only helps others but also has benefits YOU!

  • You gain EXPERIENCE
  • You become more EMPATHETIC
  • You  are HAPPIER
  • You reduce your STRESS

There are many different opportunities for volunteering at LUM, from working one-on-one with a child to helping run the homeless shelter. Check out the current volunteer needs listed below.


Immediate Openings — LUM Volunteer Needs

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

Please SHARE with others.

HOMELESSNESS Services – Volunteers Needed


The LUM Emergency Shelter needs Overnight Shelter Volunteers 365 nights a year from 8 p.m. to 7 a.m. or 8 p.m. to midnight. (Shelter volunteers must be at least 18 years old.)
Four Ways YOU can help the LUM Emergency Shelterare as follows:


Empathy | Engagement | Energy | Experience


Did you know?

There are many benefits to volunteering with LUM. Serving your community not only helps others but also has benefits YOU!

  • You gain EXPERIENCE
  • You become more EMPATHETIC
  • You  are HAPPIER
  • You reduce your STRESS

There are many different opportunities for volunteering at LUM, from working one-on-one with a child to helping run the homeless shelter. Check out the current volunteer needs listed below.


Immediate Openings — LUM Volunteer Needs

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

Please SHARE with others.

FOOD Assistance – Volunteers Needed


The LUM Protein Food Pantry relies on donations from individuals, churches, companies and groups; and needs volunteers each Thursday morning from 9:30 a.m. to 12:30 p.m.

FOUR ways YOU can help the LUM Protein Food Pantry are as follows:


Empathy | Engagement | Energy | Experience


Did you know?

There are many benefits to volunteering with LUM. Serving your community not only helps others but also has benefits YOU!

  • You gain EXPERIENCE
  • You become more EMPATHETIC
  • You  are HAPPIER
  • You reduce your STRESS

There are many different opportunities for volunteering at LUM, from working one-on-one with a child to helping run the homeless shelter. Check out the current volunteer needs listed below.


Immediate Openings — LUM Volunteer Needs

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

Please SHARE with others.