Medical Tax Collaborative (MTC)



The Medical Tax Collaborative (MTC) is a coalition of health systems and financial services agencies in 14 states and D.C. sharing best practices and technical support regarding the integration of wealth-building services, including VITA tax preparation, into medical settings. 



Benefits to joining the MTC include:

  • Access to a network of like-minded peers re-envisioning services provided in medical settings via quarterly meetings and an interactive online platform
  • Extensive toolkit: a detailed step-by-step templated guide on how to implement a VITA tax site, grant writing, staff & volunteer recruiting, site coordinator guides & checklists, marketing materials & approaches, clinic integration approaches, and data collection
  • Best practices on client engagement & implementation tips on running a tax-site within a medical setting
  • Optional participation in joint evaluations
  • Aggregate data sharing from the entire network. Sites advertise the collective effort we all achieved together!

Member Guidelines

We ask all members to actively participate in the MTC by:

  • Sharing aggregated VITA tax site data (number served and dollars returned)
  • Engaging regularly with the network of peers 
  • Working creatively to build the movement building financial stability as a key driver of child health

Join Today!

To join the MTC, fill out the MTC Application form.