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Financial Wellness

Catherine Pate,
AFC©
FFC candidate

Financial Coaching Program

Get help achieving your financial goals! Goodwill has partnered with the Consumer Financial Protection Bureau (CFPB) to provide free financial coaching services to families in the Tulsa area. Professional financial coach Catherine Pate, AFC®, FFC candidate, offers advice and encouragement on a variety of topics:

  • spending plans/budgets for financial stability
  • working through financial emergenices
  • retirement and investment planning
  • improving credit score
  • buying a car or a home
  • getting free from debt
  • avoiding the PayDay loan trap

MAKE AN APPOINTMENT

Catherine does coaching sessions in-person or by phone, video conferencing or email, whatever is most convenient. Catherine also does group presentations on request.


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Free Income Tax Preparation

The IRS Volunteer Income Tax Assistance Program (VITA) and MyFreeTaxes.com help eligible individuals and families save money by avoiding paid preparers.

VITA: If your household income is $54,000 or less, you are eligible to have your federal and state income taxes prepared at no cost through the Internal Revenue Service's VITA program. Goodwill is a Tax Program Partner with the Tulsa Area United Way (TAUW) and one of five TAUW VITA sites.

Goodwill's VITA site is open Saturdays, 9:00 a.m.- 3:00 p.m. from February 3 to April 14.

Call 211 Helpline for other times and locations in the Tulsa area or check the IRS website. * Want to be a volunteer tax preparer? Click here! * Learn about valuable tax credits here, click here

MyFreeTaxes.com: If you earn up to $66,000, you can prepare your own taxes online at no cost at MyFreeTaxes.com, which is sponsored by United Way, with support from H&R Block®. MyFreeTaxes is a free, safe and easy way to file federal and up to three state returns. The site accomodates many situations and forms such as Schedule C and itemized deductions. It checks eligibility for potential tax credits and it’s optimized for mobile devices so filers can enter data into their secure account anytime and anywhere. Assistance is available through online chat or the helpline, 1-855-My-Tx-Help (1-855-698-9435). File here.

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Main Offices
2800 Southwest Boulevard, Tulsa OK 74107
918-584-7291