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Tuesday, February 4, 2025 --Tracey Magaraci Winston-Salem Mayor Allen Joines addresses attendees at ESR's EITC Awareness Day event. On Friday, January 31, more than 55 people—including several notable community figures from Winston-Salem—gathered with Experiment in Self-Reliance (ESR) to celebrate Annual EITC Awareness Day. ESR hosted a lunchtime event featuring Winston-Salem Mayor Allen Joines. Cathy Drabble from United Way and members of Leadership Winston-Salem also attended. During the event, Mayor Joines read the 2025 City of Winston-Salem Proclamation, officially recognizing EITC Awareness Day. Marsha Smith, Chair of ESR’s Board of Directors, and Executive Director Fred Bazemore participated in the proclamation reading. Mayor Joiness with ESR Executive Director, Fred Bazemore Mayor Joiness with ESR Board Chair, Marsha Smith, and ESR Executive Director, Fred Bazemore Shirley Abdullah, the VITA Program director, highlighted one of the event’s unique aspects: attendees witnessed the VITA program in action, as several taxpayers had their returns prepared on-site. Members of the Leadership Winston-Salem Action Team were also present. This initiative is developing a system to recruit, onboard, and retain volunteers, which will be invaluable to the VITA Program because the volume of returns ESR’s VITA program can process directly depends on the volunteer workforce. The celebration informs the community about the importance of the Earned Income Tax Credit (EITC) for low-income families and promotes ESR’s Volunteer Income Tax Assistance (VITA) program—also known as Forsyth Free Tax. Many of those who are eligible to have their tax returns prepared at a VITA site are also eligible for the EITC. The EITC is a refundable tax credit that eligible low-income taxpayers can receive as part of their refund, even if they owe no taxes. As the IRS website explains, “Tax credits are amounts you subtract from your bottom-line tax due when you file your tax return. Most tax credits can reduce your tax only until it reaches $0. Refundable credits go beyond that to give you any remaining credit as a refund. That's why it's best to file taxes even if you don't have to. Many people who qualify for refundable credits miss out on refunds because they don't file.” ESR’s VITA program prepares free tax returns for low-to-moderate income taxpayers. The volunteer tax preparers are IRS-trained and certified each year to be sure they have the most recent tax knowledge. Although most returns processed at VITA sites are straightforward, the program also handles additional filings—such as prior year and amended returns—after the April 15 tax season conclusion. In addition to saving money by not going to a professional tax agency, taxpayers who utilize a VITA site can connect with other services in the community if they have the need and interest. This year, ESR’s VITA services are available at two sites: a walk-in location at ESR and an appointment-based service at the central library.

GET IT, AND GET IT RIGHT WITH FREE TAX HELP AT A VITA SITE! Winston-Salem, North Carolina — Workers may get a larger tax refund this year because of the Earned Income Tax Credit (EITC). But to get it, you must file a tax return and claim it. Friday, January 31, 2025, is EITC Awareness Day, a nationwide effort to increase awareness about EITC and free tax preparation sites. This year, the IRS is promoting EITC and providing information on other refundable tax credits that you may be eligible for. EITC, or Earned Income Tax Credit, is a refundable credit. This means that if you qualify for the credit, you can get the amount you qualify for whether you are required to file or not, even if you're not expecting a refund. This is in addition to any other refund you may be due. However, you will not just automatically receive a check -- you will have to file a tax return. Last year, approximately 803,000 North Carolina taxpayers received about $2.25 billion in EITC or an average of $2,800 in EITC per taxpayer. You might qualify for EITC if you worked last year and had a joint income of less than $66,819. EITC can mean up to a $7,830 refund when you file a return if you have qualifying children. Workers without a qualifying child could be eligible for a smaller credit up to $632. Why is it important to have an EITC Awareness Day each year? One-third of the EITC population changes each year. The IRS estimates that only four out of five workers claim the EITC they earned. This leaves billions of dollars on the table each year. We want to get the word out to those who are eligible to file a tax return even if they don’t owe any tax to claim the EITC. It’s money workers can use for groceries, rent, utilities, and other bills. EITC is complex. It varies by income, family size, and your filing status. To be eligible, you must have earned income or certain disability income. This means you must have income from working for someone or working for yourself. Volunteers – trained by the Internal Revenue Service – ask you the needed questions to find out if you qualify for the EITC and other refundable tax credits. Volunteers at Volunteer Income Tax Assistance (VITA) sites , also prepare and e-file (electronically file) your tax return at no cost to you. "Our community volunteers help you get EITC and the maximum refund you’re due. Our goal is to help you get it and get it right. This is money you can save or use to pay off bills, buy that car to get to work or make a down payment on a home. Let us help make your life a little easier, “said Shirley Abdullah, VITA Program Director at Experiment In Self-Reliance, about ESR's VITA site. Visit our free tax preparation sites at: Experiment In Self-Reliance, 3480 Dominion Street, Winston-Salem NC Monday - Thursday, 9:00 AM - 3:00 PM Fridays 9:00 AM - 1:00 PM Walk-In ONLY! No appointments Forsyth County Public Library, 660 West Fifth Street, Winston-Salem NC Saturdays, 10:00 AM to 1:00 PM By Appointment Only! No Walk-ins OR: Find a volunteer free tax return preparation site at IRS.gov Locator Tools Call 211 or 311 to find a volunteer free tax return preparation site   Bring the following to make sure our volunteers get you the right amount of credit you deserve: A valid driver's license or other photo ID card Social security cards, a social security number verification letter for all persons listed on the return Birth dates for all persons listed on the return All income statements: Forms W-2 and 1099, Social Security, unemployment, and other statements, such as pensions, stocks, or interest, and any documents showing taxes withheld All records of expenses, such as tuition, mortgage interest, or real estate taxes Copies of last year's state and federal tax returns, if available Bank routing numbers and account numbers to direct deposit any refund Dependent childcare information: name and address of who you paid and either the caretaker's SSN or other tax identification number If you purchased coverage through the Health Insurance Marketplace , Form 1095-A PDF , Health Insurance Marketplace Statement Both spouses to sign forms to e-file a joint tax return

WINSTON-SALEM, North Carolina - On Halloween, Thursday, October 31st, Experiment in Self-Reliance (ESR), in conjunction with Mechanics & Farmers Bank and its community partners, proudly hosted their 1st annual Trunk or Treat event at Mechanics & Farmers Bank, located at 770 N. Martin Luther King Jr. Drive, Winston-Salem, NC. This fun-filled afternoon invited families to enjoy a safe and festive Halloween experience while learning more about the important work ESR does. "I’m here to provide the kids with a safe place to come and engage with other community members while collecting candy," said Chief William H. Penn, an ESR Board Member and Chief of the Winston-Salem Police Department. "We are celebrating Halloween in a fun, safe environment, and all the participating community agencies not only talk about loving kids but also demonstrate it by engaging with them. "Trunk-or-treat events are becoming increasingly popular, and it’s easy to see why. Parents of young children especially appreciate these Halloween gatherings. Families can stroll among cars decorated for Halloween and let their children experience the excitement of trick-or-treating without the stress of navigating their neighborhoods. Little ghosts and goblins can put on their costumes and collect candy without getting tired. "It’s wonderful to see a community come together to support one another, and to watch children enjoy themselves, knowing there are people who stand behind them and their families is powerful, especially in this community," shared Dr. Phygenia Young, another ESR Board member. Through this event, we were able to provide a fun experience and delicious candy to many children and families, thanks to our community partners, which included Mechanics & Farmers Bank, the Forsyth County Sheriff’s Department, the Winston-Salem Police Department, Sifted Sugar, Inc., United Way, the Delta Sigma Chapter of Phi Beta Sigma Fraternity, Inc., the Children’s Law Center, and the ScottCares Foundation. As ESR celebrates 60 years of serving this community, these efforts enable us to continue providing essential services to clients and fulfill our goal of facilitating access to education, homeownership, and free tax preparation for individuals and families with low to moderate incomes. Experiment in Self-Reliance is a non-profit agency chartered in 1964 and has been supporting the Winston-Salem/Forsyth County community for over 60 years. Our mission is to empower social and economic self-reliance for low-income and homeless individuals. We are dedicated to creating a judgment-free zone and treating everyone with respect, all while pursuing our vision of reducing poverty and homelessness in our community. To learn more or make a donation, visit us at  www.eisr.org  or give us a call at 336 722-9400. #END

Experiment in Self-Reliance (ESR) serves low-moderate income individuals who want to reach a level of self-reliance through financial education, asset building, and more. Experiment in Self-Reliance Empowering Strength & Resilience New Century IDA | Asset Building | Home Ownership | Small Business Forsyth Free Tax Free tax preparation each year for low-to-moderate income residents Self-Sufficiency One-on-one counseling to help meet your goals and reach economic self-reliance. Latest News and Stories EITC Awareness Day at ESR Tuesday, February 4, 2025 --Tracey Magaraci Winston-Salem Mayor Allen Joines addresses attendees at ESR's EITC Awareness Day event. On... ARE YOU ELIGIBLE FOR EITC? Workers may get a larger tax refund this year because of the Earned Income Tax Credit (EITC). But to get it, you must file a tax return! ESR Joins M&F Bank for Trunk or Treat WINSTON-SALEM, North Carolina - On Halloween, Thursday, October 31st, Experiment in Self-Reliance (ESR), in conjunction with Mechanics &... Read More We believe in creating a judgment-free zone where everyone is treated with respect, dignity, and compassion. Our goal is to help everyone achieve their fullest potential. Our Commitment to Empowering Social and Economic Self-Reliance Upcoming Events and Workshops Fri, Aug 15 9th Annual ESR Golf Tournament Fundraiser / Winston-Salem Register Now Aug 15, 2025, 7:00 AM – 3:30 PM Winston-Salem, 3535 Winston Lake Rd, Winston-Salem, NC 27105, USA Experiment in Self-Reliance (ESR) is thrilled to invite you to our 9th Annual Golf Tournament Fundraiser held at Winston Lake Golf Course on Friday, August 15th, 2025. This event is not only a highlight of our year but also an invaluable opportunity to collaborate with our friends, and funders. Join Us in Empowering Our Community Empower Social and Economic Self-Reliance Donate Now

The New Century IDA Program focuses on helping clients build assets that will continue to grow in value to achieve homeownership or enhance your small business, offering economic literacy training, first-time homebuyer’s training, and support every step of the way. New Century IDA New Century IDA If you have an interest in this program, contact the IDA Data Manager by calling (336) 722 - 9400 ext. 160. Note: The application period is now closed. Please complete the interest form below and y ou will receive notification when the next application period begins. Pro of that dreams do come true The New Century IDA Program focuses on helping you build assets that will continue to grow in value to achieve homeownership or enhance your small business. Once enrolled, you will receive economic literacy training, first-time homebuyer’s training, and support every step of the way. We will assign you a Success Coach to help you navigate a comprehensive program of financial education and create a personalized schedule of matched savings toward a down payment on a home, or matching funds to enhance your small business. New Century Individual Development Account (IDA) has achieved the highest per capita success rate in the nation, placing over 525 homeowners in the community and representing over $40 million in taxable property assets. The IDA Program helps low-income families gain a stake in their community and in so doing help eliminate generational poverty. Who Qualifies You must be a resident of Winston-Salem/Forsyth County and must meet specific income guidelines. The IDA program is structured so that low-income households can buy a home and be successful in paying for and owning their own property. Don’t let credit and debt issues discourage you from applying to participate in this program. Overcoming credit and debt issues is part of this process. The program’s goal is to get residents in their own homes or enhance their small business. For homeownership we will screen your application for eligibility and notify you of the results. If your application is denied, you will be informed as to the reason for the denial, along with recommendations of ways to improve eligibility. We encourage you to reapply should the situation relating to the denial change. For the IDA micro-enterprise program, Forsyth County Com & Econ Development will screen your application for eligibility. For more information contact the IDA SB Success Coach, by calling 722-9400, ext.161. Requirements To participate in the IDA Program, you must: Be a Winston-Salem/Forsyth County resident. Provide a completed IDA Application and Consent Form. Obtain a recent tri-merge credit report. Meet income guidelines and other program requirements. Pay a non-refundable $50 application fee. Operate a Small Business for a minimum of 2 years. (micro-enterprise only.) Would you like to become a sponsor of an IDA Class or an IDA event? Please call the IDA Program Manager (336) 722-9400 ext. 163 New Century IDA Interest Form First name Last name Email Phone Please selct your interest: Home Ownership Small Business You will be contacted late Fall of 2024, by email to attend an "Information Session" here at ESR. Submit Thanks for submitting!

Experiment in Self-Reliance resource documents. Strategic Plan | 990s | IDA Application Resources New Century IDA Application Interest & Notification DOWNLOAD ESR Strategic Plan 2022-2023 DOWNLOAD ESR's 990s DOWNLOAD