The goal of the SRC Money Management Program is to help you regain control over your budget and promote independent living. Our trained coordinators and volunteers can help you with such activities as:
- Reviewing and organizing mail.
- Setting up and following a realistic budget.
- Writing checks for your signature to pay bills.
- Keeping accurate records of checks written, deposits made, and balancing a checkbook with the bank statement.
- Intervening with creditors, including health care providers.
This kind of record-keeping provides peace of mind for you and your family, knowing that bills are paid and your assets and income are being used appropriately.
The SRC Money Management Program is operated by volunteers who are carefully screened, trained, and supervised to help you make informed decisions and properly manage your funds with the oversight of a program coordinator. The program and staff of volunteers do not have power of attorney, nor do they decide how your money is spent.
Items to bring with you to most tax appointments will likely include:
- A photo ID.
- Proof of all income, including Social Security benefits.
- Proof of medical insurance coverage for each person on the return.
- For joint returns — both persons must be present.
- Your previous year’s return.
