Because of COVID-19, our procedures will be dramatically different this year. We have worked hard to balance safety, information security, and our ability to serve you.
Please note that any calls may be from unlisted/anonymized numbers, to protect the privacy of our volunteers.
If you would like another free alternative, you may also consider:
-Visit the IRS Free File web site. There are a number of options available; be sure to read the age and income requirements before beginning!
-Visit myfreetaxes.com for simple returns (please note there are charges of $40 or more for using Schedule C, D, or E)
Free tax preparation is available to all ages and occupations.
For any tax preperation, we will require:
•If possible, please print and fill out the first two pages of this Intake Form.
•If married, it is preferable for both spouses be present
•Original or photocopy of social security cards for taxpayer, spouse, if married, and any dependents being claimed
•Picture ID for taxpayer and spouse (must be a Driver's License, or state issued ID Card, or other official document)
•All W-2's for all places worked in previous year
•Prior year tax return if applicable
•Routing number and bank account number for direct deposit
If applicable, bring:
•If you’re not sure, bring it! We’ll be happy to review it.
•Copies of any 1099's issued to you or you spouse (including social security!)
•Form 1095A if you received purchased insurance via healthcare.gov
•Bank account interest year-end statement
•Student loan interest statement
•Proof of child care expenses paid (statement from provider with EIN # or Social Security #)
•Statement of post-secondary education tuition expenses paid
•Any other documents related to your previous year taxes.
•Copies of last year's mortgage interest statements (including any points paid)
•Real estate taxes paid statement
•Proof of charitable donations
•Statement of work-related expenses
•Receipt of tax preparation fees paid last year
•Statement of safe deposit box fees
•Statement of union dues paid
•Any other statements of allowable itemized deductions
If small business owner: Proof of income and expenses (in writing). Self-employed with more than $35,000 in expenses cannot be served.
Returns cannot be filed with rental income, self-employed individuals with a loss, employees, inventory, or home office deductions.
Other limitations of scope may apply to your circumstances, an appointment is not a guarantee we can prepare your return.