Volunteer Income Tax Assistance
Save time by downloading all the information you will need ahead of your appointment! Intake Paperwork
United Way in Montgomery County’s VITA Program offers free income tax assistance to eligible community members with the help of individuals who are certified with the IRS to prepare taxes as volunteers. Appointments are required and can be scheduled using the self-scheduling tool below or by calling 765-362-5484. Appointments will take place at the United Way in Montgomery County office at 221 E. Main Street on the 2nd floor of the First Financial Bank. If you have questions email firstname.lastname@example.org or call 765-362-5484.
Eligibility Considerations: Individuals making $73,000 or less are likely eligible for VITA services. You are out of scopefor our program if you own or manage a rental property, have farm income, exchange virtual currency (e.g. bitcoin), are selling a home under contract, or operated at a loss as a self-employed contractor/business owner.
Site hours of operation are:
Saturday appointments available 9:00am-12:00pm on February 18, March 11 and April 1
FILE WITH THE HELP OF CERTIFIED VOLUNTEERS
If you would prefer a full-service appointment, you can schedule online, or call us at 765-362-5484. This line can get very busy, so we might not always be able to answer, but if you leave us a message, we will get back to you as soon as we can!
• Plan to arrive about 10 minutes before your scheduled appointment time to complete intake paperwork in your car. You can also download or pick up an intake appointment packet to complete in the comfort of your home.
• A team member will review your intake paperwork to help clear up any questions before seating you with a volunteer tax preparer.
FILE YOUR OWN TAXES, FOR FREE!
Want to try preparing your own taxes this year? United Way Worldwide has partnered with a variety of tax preparation service providers to make their products available to individuals and families for free. Answer a few quick questions, and you’ll be directed to the best product available for your unique situation. To begin, you’ll want to make sure you have…
- A valid email address
- Income Forms (w2’s, 1099’s, 1098’s)
- And other items from the Tax Checklist