In-Person – Appointment: Requires the client to schedule an appointment, visit the tax site in-person with their tax documents, and complete the intake forms. A tax preparer completes the tax return on-site with the client present.
Limited walk-in and drop-off service available on a first-come, first-served basis due to the day’s client service volume.
(Subject to volunteer availability and public health safety guidelines)
100% Virtual VITA – Appointment Required. No personal interaction with volunteers or tax clients, during the interview intake, return preparation, quality review, and signing the tax return. ALL completed tax service steps use secure online applications.
Taxpayer receives an explanation of the virtual process and consent including onboarding required documents through a secure client portal. Tax clients must complete Form 14446 Virtual VITA/TCE Taxpayer Consent and Form 13614-C Intake Interview forms and electronically submit tax documents. The taxpayer is responsible for printing and retaining a copy of the tax return.
Drop-off Tax Service: Hybrid – Taxpayer will bring tax documents to tax site to scan into folder, complete Form 13614-C intake forms, taxes are prepared without client present. Quality review options: in-person by appointment or virtual to review, sign, and e-file the tax return.
Self-Prepared Tax Preparation (Qualified Taxpayers) – NO VITA Tax Service Provided
- 24/7 Availability, self-preparation options
- Online tax programs are available for self-preparation of tax return for filers who earn < $89K.
- MyFreeTaxes.com option will operate through October 31st.
- IRS Free File Partners option will typically operate through mid-November.
