Tax Prep & Financial Education

“Free help with my finances? Really?” Yes. Every DC resident can get personalized financial counseling from our certified experts. And if you’re in a crisis, or need to save your home, get your benefits, or need guidance about your money, UPO is here for you.

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FREE Tax Preparation

We take care of you with expert tax preparation (2027 dates to be announced) — see the FAQ below for details. UPO has the largest free tax prep program in Ward 8 and the 2nd largest in the city. Make your appointment: Call (202) 231-7903

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Your Financial Education

Empower yourself to make smart financial decisions for a stronger future! Over 500 of your DC neighbors have learned about Budgeting, Savings, and Credit in our interactive Financial Literacy workshops, held at UPO’s Petey Greene Community Service Center. Find out about the next session: Call Rebecca Webb at (202) 231-7944.

DC Financial Empowerment Initiative

Turn to us when you have questions or problems, or need to take control of your financial future. We can help you RISE. (Citi Foundation is our partner to help you thrive.)

BOOK MY 1-on-1 SESSION

Housing & Financial Counseling

Build and keep your wealth with our group workshops and one-on-one counseling sessions. UPO is a HUD-approved housing counseling agency so our expert advice is always free for Pre-purchase Homebuyer Education, Mortgage Delinquency/Default Resolution, Financial Management/Budget/Credit, Rental Housing Counseling, etc. Sign up: housingservices@upo.org

 

FAQ

for Your Free Tax Preparation

Kimothy James and Victoria Clayborne at a celebration with a cake

My financial counselor (Ms. Victoria Clayborne) and I set clear goals. I established credit for the first time, I transformed my habits (a game-changer), and I am confident in my ability to continue building a stable, prosperous future.

Kimothy James

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Please reach out if you have questions

We want to help you take the next steps.

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