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D5 Perfomance Metrics

Learnings from TY 2024

We helped over 4900 neighbors in 2024!

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Don’t get too focused on exact numbers

  • Multiple reports are used
  • Federal returns only
  • Primarily efiled
  • Excludes “Family & Friends”
  • Data may vary -
    • Amended returns?
    • Paper returns?
    • Blah, blah, blah.

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TY 2024 was a GREAT year!!

  • Counselors
  • Growth
  • Residency
  • Filing Status
  • AGI
  • Age
  • Filing Errors

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Volunteers!!

  • 83 Tax Counselors
  • TC averaged 106 returns each!! (Prepare and QR)
  • Over half worked at 1 site
    • 47 TC worked at 1 sites
    • 27 TC worked at 2 sites
    • 5 TC worked at 3 sites
    • 4 TC worked at 4 sites
  • 22 Client Facilitators

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Growth: still rebuilding. Up 8% from TY 2023

5%

3%

2%

8%

36%

43%

46%

31%

15%

8%

YoY Change

COVID: 4 years to fully reopen

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TY 2019:

  • Shut down all locations in March 2020

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TY 2020

  • Only opened 4 sites, Galveston, Parker Williams, Pasadena and Webster
  • Tax returns done from home using scanned documents

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TY 2021

  • Reopened Alvin, Milby and Pearland

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TY 2023

  • Reopened Texas City

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Residence: We’re consolidating. �10 fewer cities and 4 fewer States than ty 2023

10 Taxpayers Outside Texas

  • Arizona
  • Colorado
  • Florida
  • Illinois
  • Kansas
  • New Mexico
  • Ohio
  • South Carolina
  • Washington

81 cities in Texas. 78% from 8 cities

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Filing Status: Nearly identical to last year�66% are Single and 28% are MFJ

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AGI: Average was $44K (up $2,800 from ty 2023)

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61%: refund

29%: owe

Avg refund $1629

Avg payment $1832

~ 2023 Avg AGI:

TX = $99K

US = $77K

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Age: We service the “elderly”: 65% are 65+

65

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Next Slide – Trigger Warning!

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The Average age of our team is 69 and 78% are 65+

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Special Recognition to:

  • Kirby McKillip
  • Tom Dill
  • Tom Mattes
  • Al Tucker
  • Gary Bell
  • Norene Horton

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Total Returns up: + 8%�Total Rejects* down: - 17�Major Issues are the Same

PTC / ACA

PIN

SSN Issues

Child Already Claimed

Bad EIN

Energy Credit

Various errors

TY 2024 – pretty much the same as ty 2023

Total e Returns* 4,865

Total Rejects 221

Percent Rejects: 4.5%

Sites Ranged 2% - 6%

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… a few stumbles

  • State Returns
  • Out of Scope
  • Other

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We did 41 state returns across 13 states

3

1

1

1

1

22

1

1

1

5

1

2

1

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High error rate of those that can be audited

  • There were 27 state returns for LA and OK
  • 25 were non-resident – i.e. Gambling
  • 9 were incorrect, with quick review. ($0 taxes owed)
  • VERY rare to have $0 state taxes due.
  • Issues: no income recorded in State section.

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Out of Scope violations (excludes Family & Friends)

  • 66 Returns. Form 2210 – Underpayment of Estimated Tax
  • 10 Returns. Form 8960 – Net Investment Income Tax
    • (MFJ > $250K) (S/HOH/QSS > $200 K) (MFS>$125K)
    • Interest, Dividends, Cap Gains, Royalty or Rent
  • 3 Returns. Form 4797 – Sales of Business Property
  • 1 Return. Form 4562 – Depreciation and Amoritization

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Other Observations

  • A 2-year-old!
  • 3 MFS that had PTC. OK if spousal abuse or abandonment. Otherwise, OOS
  • 467 returns where Quality Reviewer was ”QR”.
  • 201 returns with xSub1, xSub2.. That’s OK, but if you plan to work multiple times, let Eddie or Susan know.
  • 32 “Family & Friends”, much higher than previous years. Probably, still low. Remember, they can be PW protected.(FWD-2, GAL-18, PASA-3, PLD-2. WEB-6)
  • 7 computers never filed a return or did <2. We will need to do some reallocation.

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Our Performance for tax year 2024.

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