Cold Calling Script
CalEITC+ Educational Outreach & FILE4FREE.org
Opening / Trust-Forward Greeting
Hi, my name is [Name], and I’m calling on behalf of [Organization Name].
We’re a community partner of Haven Services, who offers the FILE4FREE program to help eligible individuals and families file their taxes for free and learn about tax credits that could increase your refund.
This is not a sales call — we’re just sharing information about free, trusted tax services available in your community.
Is now an okay time?
Reason for the Call
Many people qualify for tax credits and don’t realize it, or don’t know they can file their taxes for free through this program.
I just want to share a quick overview so you can decide if it’s helpful for you.
California Earned Income Tax Credit (CalEITC)
The California Earned Income Tax Credit, also known as CalEITC, is a refundable tax credit for low- to moderate-income workers.
For the 2025 tax year, eligible filers may receive up to $3,756 back as a cash refund.
Even people without children may qualify.
Additional Tax Credits
Young Child Tax Credit (YCTC): Up to $1,189 for families with a child under age six.
Foster Youth Tax Credit (FYTC): Up to $1,189 for current or former foster youth who qualify.
Some individuals and families may also qualify for the federal Earned Income Tax Credit, which can range from $649 up to $8,046, depending on income and family size.
ITIN-Friendly Filing
You do not need a Social Security number to file taxes.
Individuals with an ITIN can still file their taxes, and some of these credits are available to eligible ITIN filers.
Free Tax Filing Through FILE4FREE
Through Haven Services’ FILE4FREE program, eligible individuals and families can file their taxes at no cost with IRS-certified tax preparers in person at safe and secure locations across Southern California or virtually, depending on availability.
Call to Action
You can visit FILE4FREE.org to find a free tax preparation site or book a free tax appointment online.
Would you like me to repeat the website or explain what happens at a free tax appointment?
Closing
Thank you for your time today.
If you like to learn more or book your free appointment with a certified preparer, you can visit FILE4FREE.org.
Have a good day.
Voicemail Script
Hi, this is [Name] calling on behalf of [Organization Name].
We’re a community partner of Haven Services, which offers the FILE4FREE program to help eligible individuals and families file their taxes for free and learn about tax credits like the California Earned Income Tax Credit, which can provide up to $3,756 back for eligible workers.
This is not a sales call.
To learn more or book a free tax appointment, please visit FILE4FREE.org.
Again, that’s FILE4FREE dot org.
Thank you.
Caller Prompt Card
Key Credit Amounts – 2025 Tax Year
California Earned Income Tax Credit (CalEITC): Up to $3,756
Young Child Tax Credit (YCTC): Up to $1,189
Foster Youth Tax Credit (FYTC): Up to $1,189
Federal Earned Income Tax Credit (EITC): $649 – $8,046
What if I make more than the income limit?
In many cases, if the tax return is simple, FILE4FREE or VITA preparers may still assist with free filing, even if income is above certain thresholds. Eligibility may vary by site.
Income Guidelines (2025 Tax Year)
VITA programs generally serve individuals and families earning approximately $67,000 or less with simple tax returns.
CalEITC eligibility is based on earned income and is generally around $32,900 or less, depending on filing status and family size.
Important Reminders for Callers
Do not determine eligibility during the call or request sensitive information.
Use trust-forward language: free, nonprofit, IRS-certified.
Offer the website slowly and clearly: FILE4FREE dot ORG.
Frequently Asked Questions (FAQ)
Is this service really free?
Yes. Free tax preparation through FILE4FREE is available to eligible individuals and families and is provided by IRS-certified tax preparers through trusted nonprofit programs.
What if I make more than the income limit?
In many cases, if your tax return is simple, FILE4FREE or VITA preparers may still be able to help you file your taxes for free, even if your income is above certain limits.
Eligibility can vary by site, and a tax preparer will confirm this during the appointment.
What are the income limits for free tax preparation?
For the 2025 tax year, IRS Volunteer Income Tax Assistance (VITA) programs generally serve individuals and families with annual income around $67,000 or less, especially those with simple tax returns.
Some sites may serve people above this amount depending on capacity and return complexity.
What are the income limits for CalEITC?
Eligibility for the California Earned Income Tax Credit (CalEITC) is based on earned income and generally applies to individuals and families earning approximately $32,900 or less, depending on filing status and family size.
Do I need a Social Security number to file?
No. Individuals with an Individual Taxpayer Identification Number (ITIN) can still file their taxes and may qualify for certain credits.
Will receiving a tax refund affect my public benefits?
Tax refunds and credits generally do not count as income for most public benefit programs. Individuals should confirm how refunds may affect their specific benefits.
What documents will I need for my appointment?
Common documents include:
• Photo identification
• Social Security cards or ITIN letters for everyone on the return (including dependents)
• Income forms such as W-2s or 1099s
• Information for dependents
A tax preparer can confirm required documents when booking an appointment.