Appointments:
Other partners may be available during the off-season.
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Prepare for your appointment:
What we can and cannot do / What to Bring to see what we can (and cannot do) for you
Complete the Intake Booklet (en) or Intake Booklet (sp)
Download, print, fill out and bring to your appointment
--OR-- stop by one of our sites and ask for the VITA Tax Packet
Complete the IRS Virtual Consent form (select site below)
Please complete additional information if you are:
Planning to Itemize? Sched A Worksheet
Shared Ride Driver? Shared Driver Worksheet
Otherwise self-employed? Self-Employed Worksheet
Have Education Benefits? Education Benefits Worksheet
One Big Beautiful Bill Act Provisions:
Tip Income? Employee or Self-Employed
Overtime Pay? Overtime
Purchased a new car via loan in 2025? Car Loan Interest
What to expect at your appointment:
Drop-Off: Taxpayers drop off their tax documents, participate in an interview with one of our IRS-certified tax counselors. Taxpayers will then be asked to return approximately 2 hours later to pick up their documents and their return (usually the same day).
Virtual: Taxpayers interact with IRS-certified volunteers either:
In one or two short, in-person meetings to scan tax documents and sign return -- OR --
Online and by phone to exchange documents securely and electronically
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