When doing someone’s taxes, divorce seems to be the most painful situation to handle. The dissolution of a household and its financial entanglements are difficult to pick apart. Even standard questions about whether there’s alimony or who provides 50% of the household support for children push emotional buttons. It’s also very hard to tell someone they’ve been under-withheld and have to pay, especially when they’re making less than $30,000 a year. The financial entrails of the tax year reveal volumes about the miseries and joys within people lives – worker’s compensation claims that speak to turmoil on the job, brand new exemptions heralding a childbirth, or filing statuses that change from Single to Married to Single, Single to Married to Widowed to Single again.
Since transitioning out of my corporate job, I have navigated – by accident or fate – into helping prepare taxes for two services. My venerable friend Jeff, also a former bank finance employee, had mentioned for a couple of years his involvement with a volunteer program that handles taxes for low income earners. The program has many names – VITA, TCE, or Earn it! Keep it! Save It! – and many sponsors, from United Way to AARP, all including training, software, and processes under the aegis of the IRS. This sounded like a good way to redirect my energies while deciding what else to do with my time (aside from blogging for you good readers). As I was completing my required exams to certify, I was also asked out of the blue if I wanted to work a few hours a week by my local tax preparer, and it seemed natural to be entering tax data on two fronts, one for free and one for data-entry level wages. Continue reading “Your Tax Dollars at Work”

It was Uncle Oscar’s birthday, and like going to that family dinner, you love it and dread it simultaneously. You love Aunt Sadie’s meatballs, but her inappropriate comments make you cringe. Your cousin corners you about some business venture or cause that bores you to tears or requires a donation. It will go on too long with too much bland food, and you know you’re going to fight with your spouse on the drive there and on the way home. And yet you’d never miss it.