Financial Education Services

Financial Education Services provides a range of programs to help low-income individuals and families develop healthy budgeting, spending and savings habits. Catholic Charities believes financial education to be a core skill for all our clients, young and old, in their attainment of economic self-sufficiency.

•  Free financial literacy

Free classes offered once a quarter on a variety of financial subjects. Open to all. No cost. Call 408-325-5166 for more information.

•  Free Tax Preparation -- 2008

Information in English

Information in Spanish

Information in Vietnamese

Click here to see available appointments

•  NEW! Deposit refunds in up to three accounts

Information in English

Information in Vietnamese

•  Free Tax Preparation -- Amended & Prior Year Returns (Year-round)

New! The Tax EZ Program offers free tax preparation for amended and prior year returns for low income families. Services will be available in English, Spanish and Vietnamese. Call (408) 325-5241 for an appointment.

•  Individual Development Account (IDAs)

Individual Development Accounts are designed to help low income people gain assets such as higher education, small business, retirement savings, and homeownership. It’s a matched savings program that gives $2 for every $1 saved by the participant. In addition, the program provides 15 hours of money management classes to help savers attain their goals.

Program eligibility and guidelines vary depending on the funding source. Please call 408-325-5154 for more information or to be placed on a mailing list to be notified of future openings.