VITA services will be available starting on February 17th, 2025. Clients can drop off their documents and complete intake on Mondays from 1:00 pm - 3:00 pm and Thursdays between 9:00 am and 11:00 am.

We encourage drop-offs as the preferred method to ensure everyone gets timely assistance. Appointments should be reserved for clients with complex returns or with lots of questions.

For our Spanish-speaking clients, we recommend dropping off your materials on Mondays when our Interpreter is available.

• VITA prepares only Form 1040, Individual tax returns. No partnership or corporate returns prepared.

• Individuals with a valid physical copy of their ID and Social Security Cards for every person on their return.

• Individuals whose annual household income was less than $60,000

• Individuals who are NOT filing Married Filing Separate returns

• Individuals who are NOT filing a Schedule SE (Form 1099) with reported business loss, deducting a home office, keeping an inventory for their business, paying employees, and/or have more than $25,000 in total business expenses

To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

• Physical proof of valid identification (driver's license, state photo ID or other government issued identification that includes a photo) for the taxpayer (and spouse if married filing joint return). 

  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

• Social Security cards for the taxpayer, spouse, and all dependents listed on the return.

• Birth dates for the taxpayer, spouse, and all dependents listed on the return.

• Copy of all income statements: W-2, W-2G, 1099-R, and 1099-MISC, Social Security Benefits Statement, and/or other sources of income.

• A copy of last year’s federal return (if you filed). Important if you received or qualify for Earned Income Credit.

• Interest and dividend statements from banks (Forms 1099). *

• Proof of bank account routing and account numbers for direct deposit or direct debit, such as a voided check. *

• Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number. *

• Documentation of higher education costs on Tuition Statement Form (Forms 1098-T) and receipts for educational materials (books, equipment, room, and board, etc.). *

• Forms 1095-A, B, and C, Health Coverage Statements, if applicable.*

• Copies of income transcripts from IRS and state *

*Required if applicable

Disclaimer: Our volunteers withhold the right to refuse preparation services if the above requirements are not met or if any required documents are not provided at the time of your appointment.