Free Tax Preparation Assistance | City Update - YouTube

Channel: CityofPhoenixAZ

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[SHOW THEME MUSIC]
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>> IT'S TAX SEASON AGAIN.
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HELLO, I'M DEBORAH SEDILLO DUGAN, AND WELCOME TO ANOTHER
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"CITY UPDATE."
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WE ARE AT JOHN F. LONG FAMILY CENTER, AND I'M HERE WITH JULIE
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BORDELON TO TALK ABOUT THE EARNED INCOME TAX CREDIT.
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IT'S A WONDERFUL SERVICE THAT THE CITY OFFERS FOR A LOT OF
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FOLKS.
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>> IT IS, INDEED, AND WE WANT EVERYBODY TO APPLY, AND COME IN
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AND GET OUR SERVICES.
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>> TALK ABOUT IT, BECAUSE IT'S A FREE SERVICE.
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WHO IS ELIGIBLE THAT CAN ACTUALLY SLIP IN HERE AND GET
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SOME HELP?
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>> ACTUALLY, WE HAVE THREE DIFFERENT MODELS.
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THE FIRST ONE IS THE TRADITIONAL MODEL THAT MOST PEOPLE KNOW
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ABOUT, AND THAT IS VITA, THE VOLUNTEER INCOME TAX ASSISTANCE.
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WHERE YOU COME INTO ONE OF OUR 17 SITES THROUGHOUT THE
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CITY, AND WE WILL DO YOUR TAXES FOR YOU.
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WE'LL GIVE YOU SOME EDUCATION AS WE'RE DOING THAT, SO YOU'LL
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UNDERSTAND WHAT'S HAPPENING.
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SO YOU ACTUALLY PARTICIPATE IN THAT.
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>> Dugan: WHAT'S THE CRITERIA FOR THAT?
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CAN ANYBODY COME FOR THAT?
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YOU HAVE TO HAVE A CERTAIN AMOUNT OF MONEY?
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>> Bordelon: FIFTY-FIVE THOUSAND DOLLARS, OR LESS.
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WE DON'T DO MARRIED FILING SEPARATELY, AND THERE ARE SOME
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DIFFERENT THINGS THAT ARE OUT OF SCOPE.
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GO TO OUR WEBSITE, PHOENIX.GOV/EITC, AND THAT WILL
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TALK ABOUT SOME OF THOSE THINGS.
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>> I HAVE TO TELL YOU, THAT WEBSITE IS AMAZING.
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THERE'S EVERYTHING ON THERE.
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EVEN I'M CHECKING IT OUT, BECAUSE SHE'S CONVINCED ME TO DO
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MY OWN TAXES.
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>> YOU NEED TO DO IT.
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>> TALK ABOUT THE TWO PROGRAMS THAT YOU REALLY WANT TO PUSH AND
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TELL PEOPLE ABOUT.
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>> ONE OF THE THINGS THAT I'M VERY EXCITED ABOUT, AND IT'S
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BEEN AROUND, BUT JUST REALLY HASN'T GOTTEN THE TRACTION, IS
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CALLED MY FREE TAXES.COM.
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IT IS A PARTNERSHIP BETWEEN A CORPORATE AND A NON-PROFIT.
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WHAT THEY DO IS IF YOU MAKE $66,000 OR LESS, YOU CAN, FROM
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THE COMFORT OF YOUR OWN HOME, GO TO MY FREE TAXES.COM AND
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COMPLETE YOUR OWN TAXES.
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WITH NO INTERFERENCE FROM ANYWHERE.
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NOT HAVING TO COME TO ONE OF OUR BEAUTIFUL CENTERS AND WAIT IN
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LINE.
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YOU CAN ACTUALLY GO DIRECTLY IN THERE AND DO YOUR OWN TAXES.
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>> WOW, THAT'S PRETTY AMAZING.
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NOW, FOR THE PEOPLE WHO DO NEED THE HELP, AND THEY'RE 55 -- THEY
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EARN $55,000 OR LESS, THERE ARE 17 FAMILY CENTERS -- 17, IS THAT
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CORRECT?
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>> Bordelon: YES, THAT'S CORRECT, ALL THROUGHOUT THE
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VALLEY.
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>> Dugan: DO YOU HAVE TO MAKE AN APPOINTMENT?
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HOW DOES THAT WORK?
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>> Bordelon: IT'S FIRST COME, FIRST SERVED.
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WE ARE OPEN SIX DAYS A WEEK.
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SO WE HAVE A SITE OPEN EVERY DAY BUT SUNDAY.
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WE ARE ALL THE WAY FROM 107th AND CAMELBACK TO 50th STREET AND
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WASHINGTON, TO PARADISE VALLEY COMMUNITY COLLEGE, TO SOUTH
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MOUNTAIN COMMUNITY COLLEGE.
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SO WE HAVE LOCATIONS EVERYWHERE.
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>> Dugan: SO WHAT WOULD YOU RECOMMEND FOR THEM TO CHECK OUT
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THE WEBSITE.
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SEE WHAT THEY NEED TO BRING, AND THEN JUST BASICALLY SHOW UP.
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>> NUMBER ONE, THEY NEED TO GO TO THE WEBSITE, LIKE YOU
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MENTIONED.
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BUT IN ADDITION TO BRINGING ALL THEIR PHOTO ID, THEIR SOCIAL
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SECURITY CARD, ALL THEIR INCOME DOCUMENTATION -- ANYTHING THAT
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THEY THINK MIGHT BE RELATED.
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IT'S ALWAYS BETTER TO HAVE IT WITH YOU THAN TO HAVE TO GO BACK
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HOME AND GET IT.
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IN ADDITION TO THAT, WE HIGHLY RECOMMEND THAT THEY BRING LAST
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YEAR'S TAXES.
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THAT WAY, IF THERE'S ANY QUESTIONS ABOUT WHAT HAPPENED
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THE YEAR PRIOR, OUR VOLUNTEERS ARE ABLE TO HELP YOU WALK IT
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THROUGH.
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IN ADDITION TO THAT, WE BELIEVE BECAUSE OF THE TAX REFORM, THAT
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THERE'S GOING TO BE DIFFERENCES IN PEOPLE'S REFUND AMOUNT.
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THIS WILL HELP US TO DO A BETTER JOB OF EXPLAINING TO YOU WHY
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THERE IS A DIFFERENCE.
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>> HOW ABOUT RECEIPTS AND THINGS LIKE THAT, MEDICAL EXPENSES?
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SHOULD THAT ALL BE CATEGORIZED?
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JUST BRING IT ALL?
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>> BRING IT ALL, AND WE WILL WALK YOU THROUGH THE PROCESS AS
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TO WHAT IS STILL VALID UNDER THE TAX REFORM, AND WHAT IS NOT.
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>> I WANT TO TALK ABOUT RIGHT NOW, TOO, BECAUSE A LOT OF
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PEOPLE MAKE THIS HAPPEN.
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YOU HAVE VOLUNTEERS, MAYBE FORMER ACCOUNTANTS, TO REALLY
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HELP AND ASSIST CITY RESIDENTS.
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LET'S TALK SOME NUMBERS HERE.
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HOW MANY VOLUNTEERS DO WE HAVE?
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HOW MANY PEOPLE HAVE THEY HELPED?
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>> LAST YEAR, WE HAD JUST SHY OF 300 VOLUNTEERS WHO GAVE US OVER
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10,000 HOURS.
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IN ADDITION TO THAT, WE BROUGHT IN $6.2 MILLION BACK INTO THE
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COMMUNITY, WHICH IS JUST, LIKE, OH MY GOODNESS, IT'S SO AMAZING.
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THAT DOESN'T COUNT ALL THE TIME THAT OUR VOLUNTEERS SPEND IN THE
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TRAINING PROCESS, EITHER, THOSE HOURS.
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THAT'S JUST ACTUAL TAX PREPARATION.
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>> Dugan: LIKE I SAID, THERE ARE ALL KINDS OF PEOPLE, WALK OF
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LIFE, WHO KNOW WHAT THEY'RE DOING.
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>> Bordelon: NOT ONLY DO WE HAVE ACCOUNTANTS AND PEOPLE THAT YOU
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WOULD EXPECT, WE HAVE -- ONE OF MY FAVORITE THINGS ABOUT OUR
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VOLUNTEERS IS WE HAVE PEOPLE WHO WERE PRIOR CLIENTS.
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WHO CAME IN -- THEY'VE BEEN COMING TO US FOR YEARS.
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THEY'VE BEEN SITTING ACROSS.
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THEY'VE BEEN LEARNING AND SEEING, AND GAINED THE
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CONFIDENCE TO SAY, "YOU KNOW WHAT?
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I CAN HELP PEOPLE.
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I CAN DO THAT."
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THEN THEY GO THROUGH OUR TRAINING.
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WE START THEM OFF ON THE EASIER RETURNS, AND THEN THEY GROW WITH
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THE PROGRAM AND STAY WITH US.
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WE HAVE VOLUNTEERS WHO HAVE BEEN HERE THE ENTIRE 15 YEARS THAT
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WE'VE BEEN IN OPERATION, WHO STARTED OFF AS CLIENTS.
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>> THIS IS ONE OF MY FAVORITE PROGRAMS IN THE CITY, AND THE
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CITY HAS SO MANY DIFFERENT PROGRAMS.
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BUT THEY ARE LITERALLY HELPING OUR RESIDENTS GET MONEY, THEIR
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MONEY BACK, AND IT'S ALL FREE.
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CHECK OUT THE WEBSITE IS PHOENIX.GOV EARNED INCOME TAX?
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>> IT'S PHOENIX.GOV/EITC.
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>> E-I-T-C, EASY TO REMEMBER.
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>> THERE'S ONE OTHER PROGRAM THAT I WANTED TO MAKE SURE THAT
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PEOPLE REALIZE.
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WE KNOW THAT WITH THE TRADITIONAL VITA, IT'S $55,000
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OR LESS.
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MY FREE TAXES IS $66,000 OR LESS.
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HOWEVER, WE NOW HAVE AND OFFERING FOR THE VERY FIRST TIME
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AT THE CITY OF PHOENIX SITES WHAT WE CALL THE FACILITATED
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SELF-ASSISTANCE, OR WHAT I LIKE CALLING "DO IT YOURSELF."
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THAT HAS NO INCOME LIMITATIONS.
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THE REQUIREMENTS FOR THAT IS THAT YOU COME INTO ONE OF OUR
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CENTERS, ONE OF OUR 17 CENTERS.
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WE'RE A FUSION SITE SO WE'LL BE OFFERING IT AT ALL OUR CENTERS.
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BRING YOUR LAST YEAR'S TAXES, AND WE HAVE SOFTWARE AVAILABLE
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HERE.
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AND WE WILL HAVE A TRAINED VOLUNTEER WHO WILL BE THERE WITH
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YOU AND GIVE YOU -- HOLD YOUR HAND, AS IT WERE, AS YOU WALK
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THROUGH THE PROCESS, SO YOU CAN LEARN HOW TO DO YOUR OWN TAXES.
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>> OH MY GOODNESS, JULIE HAS CONVINCED ME, BECAUSE I'VE
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ALWAYS HAD SOMEBODY PREPARE MY TAXES.
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I CAN'T BELIEVE IT.
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I'M GOING TO BE ONE OF THOSE PEOPLE THIS YEAR THAT'S GOING TO
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TAKE ADVANTAGE OF THAT.
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NO, I REALLY AM.
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IT SOUNDS FAIRLY EASY, AND I LIKE THE PART ABOUT THE
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HAND-HOLDING, BECAUSE I'M A LITTLE NERVOUS ABOUT IT.
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IT SEEMS LIKE IT'S PRETTY FAIRLY EASY.
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>> LET ME JUST TELL YOU A LITTLE BIT ABOUT HOW THE SOFTWARE
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WORKS.
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WE ARE IN AN AGE OF TECHNOLOGY.
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MOST PEOPLE ARE FILLING OUT APPLICATIONS ONLINE.
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IT REALLY IS A NARRATIVE.
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IT WALKS YOU THROUGH.
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IT WILL TELL YOU, "PUT YOUR NAME IN."
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EVERY STEP OF THE WAY, THE COMPUTER IS TELLING YOU WHAT YOU
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NEED TO DO.
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IF IT RECOGNIZES THAT MAYBE YOU PUT A NUMBER IN THERE WRONG,
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BECAUSE IT SHOULD BE EIGHT NUMBERS AND YOU ONLY PUT SEVEN,
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IT WILL DO JUST LIKE IT DOES WHEN YOU PUT IN A TIMELINE.
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A RED BOX WILL SHOW UP AND SAY, "NO, IT NEEDS TO BE EIGHT
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NUMBERS."
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SO IT CORRECTS YOU AS IT'S GOING.
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WITH THE ASSISTANCE OF ONE OF OUR VOLUNTEERS, WITH THE DO IT
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YOURSELF, YOU'RE PRETTY MUCH GUARANTEED THAT YOU'RE GOING TO
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HAVE A VERY -- I DON'T WANT TO SAY PRETTY MUCH, BUT YOU'RE
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GOING TO HAVE A GUARANTEED HIT.
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>> AND A GOOD EXPERIENCE.
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I'M DOING IT.
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I WILL CHECK IN WITH YOU GUYS, LET THEM KNOW HOW IT GOES,
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BECAUSE IF I CAN DO IT, ANYBODY CAN DO IT.
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ABSOLUTELY.
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WHAT A WONDERFUL, WONDERFUL SERVICE, AND REALLY SERVING ALL
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OF OUR RESIDENTS, THIS GREAT PROGRAM.
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JULIE, THANK YOU SO MUCH FOR SPENDING A COUPLE MINUTES TO US.
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>> SO GLAD YOU'RE GOING TO DO IT YOURSELF.
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>> YES, THANK YOU VERY MUCH FOR THE CONFIDENCE.
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DON'T FORGET TO CHECK OUT PHOENIX.GOV/EITC.
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IT'S AN AMAZING WEBSITE WITH ALL THE INFORMATION YOU NEED
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TO KNOW.
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FOR "CITY UPDATE," I'M DEBORAH SEDILLO DUGAN.
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