Volunteer Income Tax Assistance (VITA)

Our volunteer tax preparers will prepare your federal and state tax returns at no cost. Clients must have a household income of $60,000 or less. Appointments are required and a variety of options are available for tax preparation.


WHAT YOU NEED FOR YOUR TAX APPOINTMENT

  • Photo ID for yourself and your spouse, if filing jointly*
  • Social Security card for you, your spouse and any dependents
  • Income documentation (W-2, 1099, Social Security Benefit Statement, etc) for the previous year
  • Expense documentation if applicable e.g. mileage and self-employment related expenses
  • Copies of the previous year’s federal and state tax returns, if available
  • If you received a Recovery Rebate (stimulus) payment-IRS Letter 6475 OR bring amounts of recovery rebate
  • If you received Advanced Child Tax Credit (ACTC) IRS Letter 6419 OR bring amounts of ACTC payments
  • Bank routing and account numbers for direct deposit (a voided check is acceptable)

*Your spouse must be available to sign off on required forms if filing jointly.

To schedule at our Financial Empowerment Center in Akron or at one of our community partner sites in Summit and Medina counties:

SCHEDULE AT THE FINANCIAL EMPOWERMENT CENTER

SCHEDULE WITH OUR COMMUNITY PARTNERS


TAX PREPARATION OPTIONS

All tax preparation options are by appointment only. For the safety of our volunteers, staff and community partners, masks will be required at the Financial Empowerment Center and our partner sites.

IN-PERSON VITA

In-Person appointments are offered on Tuesday and Thursday evening at the Financial Empowerment Center and at our community partner locations. Taxes will be prepared at your scheduled time, with one of our tax preparers. The process will take approximately 60-90 minutes depending on the complexity of your return.


DRIVE-IN VITA

Drive-In appointments are offered during the day on Tuesday, Wednesdays, Thursdays and Saturdays at the Financial Empowerment Center. Clients will come in, complete intake documentation, and be asked to return to their vehicle or run an errand while the return is being prepared. Clients should be available to return within 2 hours to review, sign and give us approval to file your return.


DROP-OFF VITA

Drop off appointments will be available late February. Clients will bring in tax documents andcomplete intake forms. The client will be contacted within 5 business days to review, sign, and give us approval to file your return.


VIRTUAL VITA

Coming mid-February!


Facilitated Self-Assistance (SELF FILE)

If your household makes less than $60,000 and you would like to file your own tax return, we can provide you with free access to TaxSlayer, an online tax software, to file your federal and state returns yourself at no cost. Due to IRS restrictions, we cannot post this link publicly, but if you email us at [email protected],  we will send you the access information.

Additionally, if you have questions as you are completing your tax return, you can email [email protected] or call 2-1-1 to Schedule an “Ask a Tax Question” call with one of our experts.


BACK TAXES

We can complete taxes for tax years 2017, 2018, 2019 & 2020. Please schedule 1 appointment for each year you need done.

 


OUT OF SCOPE TAX RETURNS

Our tax preparers are certified to prepare a variety of tax returns, including Schedule Cs, itemized returns, and Schedule Ds. However, due to IRS regulations for VITA sites, we are unable to prepare tax returns with the following characteristics.

  • Rental property income or expenses
  • Minister tax returns with parsonage/housing allowance
  • Taxpayers with dual citizenship
  • Schedule C with:
    • Business use of home
    • Net losses
    • Expenses for employees or contract labor
    • Cost of goods sold (inventory)
       

Interested in volunteering for VITA? Sign up here:
www.uwsummit.org/vita-volunteers-needed