Important Notices

Earn It! Keep It! Save It!
Free Tax Preparation in the San Francisco Bay Area

If you are a DFI stakeholder located in Alameda, Contra Costa, Marin, Napa, San Mateo, San Francisco or Solano Counties, please take a moment to learn about the Earn It! Keep It! Save It! program, sponsored by United Way of the Bay Area.

Regionally, this program only reaches an average of 3% of eligible households with free tax preparation. Many Bay Area workers do not know about this free, quality service or what tax credits they could possibly be eligible for. For the 2012 tax year, a family of five may be eligible for an Earned Income Tax Credit of up to $5,891. This credit can go a long way for families. Last year alone, this program helped families get over $68 million in federal tax refunds.

In addition to what these refunds mean to a family’s pocket book, it’s estimated that 80% of tax refunds are spent locally, generating business and sales, which lead to jobs and wages. Since 2003 Earn It! Keep It! Save It! tax refunds are estimated to have generated at least $228.5 million in sales, $55 million in wages and 1,057 jobs.

Here’s how you can spread the word (early to mid-January is preferred to get the word out):

  • Share this link to the “find free tax help” – tax site finder:
  • Post this blurb in your next company newsletter: Get your taxes prepared for free with Earn It! Keep It! Save It! Trained tax preparers are helping thousands of local residents. Come visit us at more than 200 Bay Area locations. Your 2012  income must be less than $51,000. To find a site near you, call 211 or visit
  • Include “paycheck stuffers” in your employees' W-2s or in their last paycheck of the year, or send as a statement stuffer to customers. They are available in English, Spanish and Chinese.
  • Check out the Earn It! Keep It! Save It! website Outreach Kit page: Feel free to print a flyer with all the locations listed on the back or contact United Way of the Bay Area if you need a certain piece that is hard to print.

Help your employees and customers save money and get the refund they deserve this next tax season. They will thank you!

Thank you so much for getting the word out about this terrific program.