Free Tax Preparation

Volunteer Income Tax Assistance (VITA) Program

United Way’s Free Tax Preparation program helps low- to moderate-income households meet their basic needs and build financial assets. Residents who earn a household income of $66,000 or less can have their federal tax returns prepared, e- filed and direct deposited for FREE by United Way’s Volunteer Income Tax Assistance (VITA) program.

United Way IRS-certified volunteers who are passionate about taxes will prepare your return and determine if you are eligible for the Earned Income Tax Credit (EITC), Child Tax Credits, Childcare Credits and/or Education Credits when you file.

We do simple returns.  We cannot do returns that have rental income; or self-employment income at a loss, with expenses that exceed $35,000, or with employees. Please call to see if you qualify.

 

VITA free tax prep logo
Free Tax Preparation United Ways SWFL
$M
Total Impact
Returns filed for 2021 tax year
+
Volunteer hours
$M
Saved in tax prep fees

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

Resources

Offers 100% virtual tax prep services, it’s the same service you’ve always received from our certified volunteers – except no in-person contact.  It is safe and secure and can be completed using your smart phone or computer.

 

Prepare and e-file your own federal and state taxes safely, conveniently and FREE online.

 

File for an extension from the IRS.

Check with the IRS to find out the status of your refund. You will need your SS#, Filing Status, and exact refund amount to track your refund status.