Background on CEP & Banking Partnerships
The Center for Economic Progress (CEP) has made significant investments over the years in integrating financial services with free tax preparation and has helped thousands of taxpayers save millions of their refund dollars at tax time.
We find that, despite having little or no savings, many of our clients express a desire to save but need support and tools to move them from intention to action. To aid this, we are actively seeking partners for eleven of our community-based locations spanning the Chicago and metro-Chicago area. We will leverage the trained financial capability managers at each of our tax sites to serve as liaisons to represent our partner financial institutions, promoting and enrolling customers into savings accounts at our tax site locations. Learn more here and see below to get started.