Tax Help

Manager Input

Manager's Decision:

Approved

Is staff available for coverage?:

Yes

Program Identification

Location:

Southern Oaks Library

Date:

Thursday, April 7, 2016

Program Time:

Start Time (hour)	Start Time (minutes)	Setup Time	End Time (hour)	End Time (minutes)	Take-Down Time
9	00	30 minutes	3	00	30 minutes

Program Details

Blurb

Would you like to use a description from the Blurb Bank?:

Yes

Program Description:

Tax Help [1]

Need help preparing and filing your state and federal income tax returns? Volunteers from [AARP or VITA] will be providing free tax preparation and e-filing assistance on a first come, first served basis. Be sure to bring all relevant documents with you, e.g. all earning and dividend statements, copies of last year’s federal and state returns, and proof of your bank account numbers for direct deposit. <em><strong>Note:</strong> Place [AARP or VITA] in the Presenter field.</em>

Event Types:

Business & Finance

Age Groups:

Adult

Senior (ages 55+)

Read more about Tax Help [1]

Additional SignUp Fields

Is the location/room available?:

Yes

Internal Notes/Setup Instructions:

When inserting into SignUp, don't forget the brackets! Setup: , Tables:8 , Chairs:25 , Notes: 1 table for signup, 4 tables for computers, 1 table for the printer, 2 tables for supplies. Staff: dbreathwit Presenter: Oran Heath , Phone:405-681-0488 , Email: Outreach:

Type of Event:

Recurring Event

Recurring Information:

This is a recurring event and takes place every Thursday and Friday during tax season.

Registration Required:

No Registration

Presenter

Will your program have a presenter?:

Yes

Does the presenter have the proper credentials, training & positive references?:

Yes

Presenter Type:

volunteer

Program Justification

Is a program the best way to meet the expressed need or present information?:

Yes

Does the program fit the goals of the MLS?:

Yes

How & why does this program meet the goals of the MLS?:

Program provides tax help and information to customers and community members.

Which Strategic Plan Response/Goals does this program meet?:

Ensure a Welcoming Experience: Visitors are welcomed into an atmosphere of hospitality, exemplary service, and friendly interaction.

Why will this program be successful?:

Program meets the needs of customers and community members.

How will success be measured/determined?:

Feedback from customers regarding free tax help.

Program Engagement

Marketing

Is sufficient time available to have a Info Magazine Listing?:

Yes

Is sufficient time available to request MaC materials and display them for at least 2 weeks (45 days)?:

Yes

Community Engagement

How will you promote this event to the community?:

Create an in-Library Book Display or Exhibit

Share event in a community calendar, newsletter, or newspaper

Up-sell the event with customers (verbally or with printed Marketing pieces)

What library resources and services will you connect to this program?:

Book display with tax help books and tax resources.

Are volunteers needed?:

Supplies

Are supplies needed?:

No supplies are needed for this particular program.

Final Comments:

Free tax help provides a much needed service to our customers and community members.

Are you ready for your supervisor to evaluate this program?:

Yes

Program Evaluation

Are you ready to evaluate your program?:

Move Forward?:

Yes, I'm ready to move on.

Move Forward?:

Yes, I'm ready to move on.

Move Forward?:

Yes, I'm ready to move on.