January 10, 2017

For Coordinators

Client Story Forms

Collecting client stories and informing the public about the work of the coalition is vital to increasing awareness about this important service! Here are the story forms you can use:

 

TaxSlayer Admin Training (Dec. 13, 2016 AND Jan. 9, 2017)

Not sure how to get started with your software? Look over the following material that was distributed at training or contact your IRS SPEC Relationship Manager for how to do the full set-up.

 

New Site Coordinator Training (Nov. 17, 2016)

If you missed the regional training in Oakland this year, you can view the information provided to new Site Coordinators:

 

Annual EKS Site Coordinator Conference (Nov. 8, 2016)

Each year, EKS Bay Area hosts an annual conference where site coordinators are able to share and learn about best practices. Check out the presentations this year by the IRS, FTB, and United Way:

General:

CA Earned Income Tax Credit:

IRS Updates:

Breakout session material:

Printed material distributed:

 

Riverstar Resources from United Ways of California (UWCA)

Learn more about the centralized tax appointment system:

 

IRS Publications / Resources

Site Coordinator specific:

General: