4G MONEY MANAGEMENT
PHONE
WEBSITE
AGENCY NAME
PROGRAM NAME
SHORT DESCRIPTION
www.cccssf.org
Consumer Credit Counseling Service of San Francisco
Consumer Credit Counseling Service
HUD-approved housing and counseling, reverse mortgage counseling, financial assistance and bankruptcy education counseling, and debt management plans to repay credit cards. Council on Aging can be named in your estate planning documents as your fiduciary for successor Trustee, executor of your will, Power of Attorney for finance, and/or your agent for your advanced health care directive. Provides comprehensive services for the entire community, from bill paying to conservator of estate, to help older adults safely manage their finances.
707-200-2138
www.councilonaging. com
Council on Aging
Fiduciary Services
707-525-0143
www.seniorsathome. jfcs.org/
Jewish Family and Children’s Services
Seniors at Home
707-303-0507
4H TAX COUNSELING
PHONE
WEBSITE
AGENCY NAME
PROGRAM NAME
SHORT DESCRIPTION
AARP Foundation Tax-Aide Program - Sonoma County EarnIt! Keep It! Save It!
www.aarp.org/money/ taxes/aarp_taxaide/
AARP
Volunteer tax assistance for people of low to moderate incomes.
707-327-2401
www.unitedwaywine country.org/
United Way of the Wine Country
Free Tax Preparation for households earning $70,000 or less. Free support provided by advanced certified tax preparers. Free in-person or drop-off tax preparation available at select sites. Free ITIN assistance and support. Not required to be a US Citizen. Call for appointment. IRS Certified Tax Assistants available January to April 14. Free help for Sonoma County residents with Earned Income Tax Credit -EITC Helpline available daily at 866-698-9435 from Feb 6 - Oct. 31st, 10am-6pm ET.
800-325-9604
Volunteer Income Tax Assistance Program - MyFreeTaxes.Com
www.myfreetaxes. com
United Way
866-698-9435
Aging and Disability Resource Directory | Chapter 4: Financial, Legal & Advocacy | 41
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