Center Volunteer’s Tax Expertise Makes Difference for Families with Limited Income
Taking time from his busy schedule during tax season, Katonah resident Rich Rosenberg, a veteran tax specialist and personal financial planner, volunteered to prepare taxes for 30 people who came to the Center for help.
He helped many file taxes for the first time, as well as provided them with information on how to access the various credits they are entitled to.
Rich explained that those who may not understand the tax filing process or who do not speak fluent English are vulnerable. “It is nice to be able to give objective advice and help someone get a few thousand dollars back in a refund—these are people who want to know their responsibilities and get on a path to compliance” he said.
On a personal note, the father of three said that the experience of getting to know the families he assisted at the Center underscored how lucky and privileged he feels to have been born in the United States.
"Many come to this country, they work here and their kids are here. They want to do the right thing, but they just don’t know how—it’s a real eye-opener."
(pictured above left, Rich Rosenberg assisting clients at the Center)