KeyBank Partners with United Way of Greater Cincinnati and Santa Maria Community Services to Offer Free Tax Preparation Services in Cincinnati

Partnership will help eligible families and individuals file for the Earned Income Tax Credit

(CINCINNATI) – February 12, 2024 – KeyBank is partnering with United Way of Greater Cincinnati (UWGC) and Santa Maria Community Services to host a free tax preparation event, called Super Refund Saturday. KeyBank employees will work alongside other volunteers  to provide free tax preparation services to those who need it most, helping low- to moderate-income individuals and families determine their eligibility for the Earned Income Tax Credit (EITC).

The annual Super Refund Saturday event will be held on Saturday, February 17, 2024, from 10:00 a.m. to 1:00 p.m. at Elder High School Schaeper Center, located at 4005 Glenway Ave Cincinnati, OH 45205. Tax filers can make an appointment for services by calling 211 or scheduling an appointment online.

“Super Refund Saturday is just one way we help our communities thrive,” said Kenya Taylor, KeyBank’s Corporate Responsibility Officer. “We are so proud to partner with United Way of Greater Cincinnati and Santa Maria Community Services for this event to support our neighbors who are most in need. The EITC is a benefit that many people don’t even realize they qualify for, leaving much-needed refunds unclaimed.”

“Super Refund Saturday exemplifies our collective commitment to empowering individuals and families in our community,” said H.A. Musser, Jr, President and CEO of Santa Maria Community Services. “By providing free tax preparation services and promoting awareness of the Earned Income Tax Credit, we’re ensuring that every eligible individual can access financial resources needed to help them be successful.”

“Last tax season our volunteers served more than 7,600 families, saving them more than $2 million in filing fees and securing $8.7 million in refunds,” said Moira Weir, UWGC President and CEO. “That’s money filers can use to pay off student loans, to cover a down payment on a home, to accrue savings, to offset everyday expenses—meaningful steps that encourage economic well-being.”

The Earned Income Tax Credit is a benefit for working people with low- to moderate-income. To qualify, workers and families must meet certain requirements and file a tax return, even if they do not owe any tax or are not required to file. EITC reduces the amount of tax owed and may provide a refund. (Source: IRS)

Each year, thousands of qualifying Americans do not claim the EITC on their federal income tax returns, meaning billions of dollars in much-needed refunds goes unclaimed.

According to the IRS, to qualify for the EITC earned income must be less than:

  • $56,838 ($63.698 if married and filing jointly) with three or more qualifying children
  • $52,918 ($59,478 if married and filing jointly) with two or more qualifying children
  • $46,560 ($53,120 if married and filing jointly) with one or more qualifying children
  • $17,640 ($24,210 if married and filing jointly) with no qualifying children

Income tax return filers should bring these documents:

  • State-issued photo ID
  • Social Security card (for you, your spouse, and each child and/or dependent)
  • W-2 forms
  • 1099 forms (interest, earnings as an independent contractor)
  • Unemployment forms (if applicable)
  • Proof of childcare payments
  • Other IRS forms as appropriate
  • Last year’s tax return (if available)
  • Bank account and routing number for direct deposit (if applicable)
  • If filing jointly, please bring all applicable documents for you and your spouse.
  • An Identify Protection PIN (IP PIN), if issued by the IRS


KeyCorp’s roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $188 billion at December 31, 2023.

Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit KeyBank is Member FDIC.

Santa Maria Community Services, Inc. is an independent, 501(c)3 nonprofit organization originally founded by the Sisters of Charity in 1897 and place-based in Cincinnati Ohio’s Price Hill community. Santa Maria provides more than 2,500 individuals with educational tools and resources to build strong families, promote healthy residents, and foster neighborhood revitalization. Our Price Hill Family Centers provide a welcoming environment and the coaching, support, and flexibility to assist families to achieve their identified goals toward stabilization and self-sufficiency. Our mission is to be a catalyst and advocate for Greater Price Hill families to attain their educational, financial, and health goals. Our vision is for Greater Price Hill to be a vibrant, thriving, and self-sustaining community. Learn more at


United Way of Greater Cincinnati (UWGC) fights for the economic well-being of all people in Greater Cincinnati so our entire community can thrive – now and in the future. Founded in 1915, UWGC is one of the region’s largest nonprofit organizations. It is committed to working alongside policymakers, community partners and donors to promote educational success, financial empowerment and housing security. Learn more about UWGC’s work across nine counties in Ohio, Kentucky and Indiana at #UnitedWeThrive




Meg Lower

Regional Communications