Financial Management

AnewAmerica provides training and technical assistance to targeted communities for economic and social empowerment through a focus on green entrepreneurship, asset building, social responsibility and civic engagement. They work with traditionally challenged communities, which include new Americans (new citizens, refugees and immigrants), women, minorities and low to moderate income households, to empower them to make their American dream a reality while contributing to the economic growth and social capital of their communities.

210 N. 4th Street, Suite 205

San Jose, CA 95112

Call: (408) 326-2669


IDA (Matched Savings Accounts), Financial Education are part of their asset building services to help low-income individuals and families develop healthy budgeting, spending and savings habits.

2625 Zanker Road, Suite 101

San Jose, CA 95134

Hours: M-F / 9am–4:30pm

Call: (408) 325-5236


Earn It! Keep It! Save It! provides free tax preparation to low- to moderate-income Bay Area households. This year, more than 3,500 trained volunteers provided free tax preparation for over 80,000 households, which brought over $85 million back in refunds to our local economy. Program by United Way Silicon Valley

1400 Parkmoor Avenue, Suite 250

San Jose, CA 95126

Call: (408) 634-4392


The California Family Economic Self-Sufficiency Standard (Self-Sufficiency Standard), quantifies the costs of basic needs for California’s working families. Many policymakers, advocates, services providers, foundations, and families use the Self-Sufficiency Standard to make informed decisions on working family issues. It measures the minimum income necessary to cover all of a non-elderly (under 65 years old) and non-disabled individual or family’s basic expenses - housing, food, child care, health care, transportation, and taxes - without public or private assistance. The California Self-Sufficiency Standard is available for all 58 counties across the state. This tool allows you to look up the Self-Sufficiency Standard for a specific county and household type in California.


The goal of the Native TANF Program (NTP) is to provide cash assistance and supportive services to eligible needy Indian families with children in need of temporary aid and services. The NTP may provide parent(s), or caretaker relatives who are participants, with job preparation, employment opportunities, and supportive services to increase self-sufficiency.

Needy Native American families living in Santa Clara County that are members/descendants of a federally recognized Tribe, or descendants of a California Indian Judgment Rolls may be eligible to participate in this program.

M-F 10am-6pm

2480 N. First St., Suite 140

San Jose, CA 95131

Call: (408) 433-1000

Toll Free: 888-612-8263


Microloans for small business owners and microsavings accounts to help students pay for college and families save for a rainy day. Investment in small business owners who don't have access to traditional financial resources.

111 W. St. John Street, Suite 800

San Jose CA 95113

Call: (408) 297-0204


Through one-on-one financial coaching, educational workshops, and eligibility screening, the “Asset Building for Independence” program helps families increase income, decrease debt, establish credit, and develop assets. This is one of Sacred Heart Community Service's programs.

Call: (408) 278-2190


Non-profit loan fund providing affordable loans to low-income customers

Call: (877) 369-2828


VITA (Volunteer Income Tax Assistance) is a free, IRS-sponsored program to help low- and middle-income workers have their Federal and State personal income taxes prepared and filed electronically for free. VITA also ensures that workers receive all the tax credits to which they are entitled. This is one of Sacred Heart Community Service's programs.

Call: (408) 278-2198


Knowledgeable volunteers help clients prepare their taxes. Convenient evening hours at Santa Maria throughout the tax season. Come on by to sign up!

778 S. Almaden Ave

San Jose, CA 95110

Call: (408) 292-3314


Offers two programs that provide young adults ages 14-29 career training services with the purpose of assisting with employment, enrollment, or both. The program provides job search assistance, paid internships, tutoring and skill upgrades, tuition assistance, GED preparation, leadership activities, supportive services, adult mentoring, referrals to community services, and follow-up to young adults.

Email: outreach@work2futurefoundation.org

EPIC program flyer:

https://work2futurefoundation1.org/wp-content/uploads/2016/06/2015-16-Flyer-EPIC.pdf

1290 Parkmoor Avenue

Hours: MWF 8am-5pm, TTH 8am-7:30pm

Call: (408) 794-1234