Free Income Tax Preparation

Tax Season Has Arrived and We Offer Free Income Tax Preparation

- Our Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) program offers FREE income tax preparation for those with qualifying household annual income of $60,000 or less.
- Call 2-1-1 to schedule a drop-off appointment.
- Submit your tax documents electronically now, just click here.
- Follow-up questions, call 269-788-6500 x2037 or x2038.

Please note the following:
- VITA is a program managed by the IRS and operated by community partners. For more information, visit www.irs.gov.
- Due to COVID-19, there will be no face-to-face appointments where the volunteer completes your return while you wait.

VITA

VITA/TCE return preparation sites are operated by IRS certified volunteers. The list below indicates the forms and types of returns we can complete. There are items that are considered out of scope for the VITA program. Your patience and understanding are appreciated.

Help Your Community (Volunteer)

The VITA program is always looking for volunteers. We will train and get you prepared to become an intake specialist or certified tax preparer. There are many days, times and locations that make it easy to work within your schedule. If you would like to volunteer, please contact Sheryl at 269-788-6500 extension 2041.

Services Offered

  • Returns completed via drop-off or electronic submission.
  • Returns can be picked up when ready (site and time will be provided).
  • Complete your own return at www.myfreetaxes.com. This software is sponsored by United Way and H&R Block. For returns with higher incomes there may be a fee to submit to the IRS.
  • Assistance using the Financial Opportunity Center (FOC) computer lab.
  • Check eligibility for Earned Income Credit, Child Tax Credit, Education Credits (Form 1099-T), Home Heating Credit, Property Tax Credit and Itemized Deductions.
  • Prior Year and Amended Returns limited.

What To Bring

  • If married and filing a joint return, both spouses must be present.
  • Photo identification for you and your spouse (if married).
  • Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse and/or dependents.
  • Birth dates for you, spouse, and/or dependents.
  • A copy of last year’s tax return.
  • All wage W-2 and 1099 forms.
  • All 1099 forms including: Interest, dividends, unemployment, social security, IRAs, gambling winnings, cancelled debt, capital gains/loss, health savings accounts and education forms.
  • Marketplace insurance, if applicable.
  • Information regarding other income.
  • Information for all deductions/credits.
  • Total paid to day care provider and their tax ID number.
  • For direct deposit of a refund, you must provide proof of an account including the bank’s routing number and your account number.
  • For prior year returns, copies of W-2s or income transcripts from IRS.
  • Heating bill from December or January showing home heating credit amount.
  • Lease agreements or rental information