Financial Education and Services

Tax Preparation Assistance

Lifeline offers free tax preparation assistance year-round for low-income clients who meet income guidelines. Volunteer tax preparers complete and e-file state and federal tax forms and help qualifying clients to claim the Earned Income Tax Credit (EITC). Previous year tax return preparation is offered.

Clients also receive information about and assistance enrolling in no/low cost assistance programs such as food stamps, reduced rate energy programs, health insurance, and child safety seats. Individuals and families are also connected with Lifeline's Family Self-Sufficiency Program and Financial Literacy workshops to help them overcome obstacles to their self-reliance and improve their finances in the long-term.

CONTACT: Clients may leave a message on the Tax Screening Line at (760) 842-6225 to obtain an appointment for services. Clients are screened prior to scheduling an appointment.

Financial Literacy Workshops

Lifeline offers financial education to individuals where they will learn practical skills for establishing, protecting, and repairing their credit and managing their money wisely. Participants will gain information and learn effective practices in the areas of budgeting, checking and savings accounts, credit and debt management, and taxes and EITC.

CONTACT: To sign-up for a workshop please call (760) 842-6270.

Financial Opportunity Center in Oceanside

Financial workshops and tax preparation services are also available at our Financial Opportunity Center (FOC) in Oceanside.

For more information, visit the Employment Services and Self-Sufficiency section of our website.