Free Tax Prep Services

The contract is for a single provider to deliver no-cost tax preparation services to low and moderate income tax filers in Multnomah County. The provider must have the capacity to provide services throughout the county, including expanded hours during the traditional tax season, and must ensure that tax returns are completed by IRS-certified tax preparers. The contract has a budget of approximately $95,500 annually and is expected to run for two years, from July 1, 2024, to June 30, 2026. The provider must also collect data and report back to the county regarding basic household information, including session results, participant demographics, and amount of refunds realized. • The contract requires the provider to conduct outreach and advertise the service on a widespread basis to low and moderate income wage earners with a focus on underserved communities. • The provider must have the capacity to provide a minimum of 3,000 tax filings annually to low or moderate income wage earners residing in Multnomah County. • The provider must ensure that tax returns are completed by IRS-certified tax preparers. • The provider must provide follow-up sessions to tax filers whose tax documents are incomplete at the end of the initial session. • The provider must collect data and report back to the county regarding basic household information, including session results, participant demographics, and amount of refunds realized.