Free Tax Preparation

United Way offers 2 FREE tax preparation programs to serve SW Florida!

You can have your federal tax return prepared, e- filed and direct deposited for FREE by United Way’s IRS-certified volunteers who are passionate about taxes. Volunteers will determine if you are eligible for the Earned Income Tax Credit (EITC), Child Tax Credits, Childcare Credits and/or Education Credits when you file.
Please note: we do simple returns.  We cannot do returns that have rental income; or self-employment income at a loss, with expenses that exceed $50,000, have business use of the home, or with employees. Please call 211 (or 239.433.3900) to see if you qualify.
 

Choose an Option That Is Right For You

  • File Yourself – Have a simple tax return and a computer? You can file yourself for FREE. All you need is the AGI (Adjusted Gross Income) amount from last year’s return. Click here to file with MyFreeTaxes.com
  • Upload your Documents to a secure site– with Get Your Refund, complete an online intake form and scan or upload photos of your tax documents into a secure account where our United Way certified VITA Volunteers will complete your tax return remotely. Program begins January 26th. Getyourrefund.org/uwlee
  • Schedule an appointment at one of our tax sites. See the list of tax sites below. Please pay careful attention to the description of the sites listed below—some do offer traditional face-to-face appointments while others only offer drop-off/pick up tax appointments.

Book your appointment by clicking the link below or call 211 or (239) 433-3900

you can put the ‘volunteer’ in volunteer income tax assistance

VITA is an IRS program that utilizes certified volunteers to help provide free and accurate tax preparation services for low-to-moderate-income taxpayers. These services are provided at various public locations, including libraries, schools, and neighborhood centers, in areas with high needs. VITA has been instrumental in helping ALICE (Asset Limited, Income Constrained, Employed) households receive thousands of dollars in additional refunds.