We are closed for the season! Please come back in January 2019
Free tax preparation is available to all ages and occupations
Households with income over $66,000 can only be served by sites with a ‘+’ after the location
Only one federal return (and related state returns, if applicable) per appointment.
WHEN YOU COME FOR YOUR APPOINTMENT, YOU MUST BRING:
- 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
- Auto registration
- 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 $25,000 in expenses cannot be served.
Returns cannot be filed with rental income, self-employed individuals with employees
Other limitations of scope may apply to your circumstances, an appointment is not a guarantee we can prepare your return.