Financial Services Volunteer Income Tax Assistance

FREE Tax Preparation by IRS Trained and Certified Volunteer Tax Preparers.


Eligibility and Required Documents

Income Limit: $57,400

Things you will need for your taxes:

  • Social Security Cards for ALL household members
  • Valid Picture Identification
  • All Income Forms, W-2, 1099s & 1098s
  • Proof of all other income
  • If you would like your refund direct deposited, please bring a voided check. For split refunds, bring your savings account number as well.
  • If claiming daycare or elder care expenses, please have the amount paid and the caregiver’s name, address and social security or business tax ID number
  • If itemizing, proof of all deductible expenses
  • If available, bring last year’s Federal and State Return

Appointments can be scheduled starting January 11 using our 2-1-1 scheduling system by dialing 2-1-1 and selecting option 3, then option 6

Become a VITA volunteer

Interested in joining our Volunteer Income Tax Assistance Team (VITA)?  Whether you want to train and certify to become a tax preparer, or support our team as a taxpayer greeter and assistor, we have an opportunity for you to make a difference! This is an ideal opportunity for a volunteer who is able to commit the time and complete the training as part of our ongoing partnership with this IRS to provide free income tax assistance to income eligible taxpayers and their families.  Please call or email Kimberly Barry to discuss this volunteer opportunity in more detail; 860-425-6626 or