Don’t Struggle Through Tax Season
We’ll Guide You Every Step of the Way
Would you like us to help you with your taxes this year?
If you want to do your taxes on your own, we can still help! And, it's still FREE!
VOLUNTEER INCOME TAX ASSISTANCE
Helping working families claim the tax refunds they deserve...for free.
A new year brings a new tax season. For some, it means that yearly visit to your accountant’s office, or late nights trying to figure out which credits you are eligible to claim. But some working families in our communities do not think about tax returns; they are focused on getting the next meal on the table and paying this month’s rent. Wouldn’t it be great for these families to easily receive the tax benefits they are eligible to claim on their tax returns? Unfortunately, many lower-income families who qualify for tax benefits let federal funds go unclaimed by not knowing about the VITA program, not knowing if they are eligible to take advantage of this free service, or just because they are overwhelmed by the whole tax preparation process.
The VITA (Volunteer Income Tax Assistance) program aims to help alleviate this problem by mobilizing and training volunteers to provide free tax services to working individuals and their families.
VITA assists taxpayers who are struggling to make ends meet by saving them the cost of tax preparation and helping them claim all the tax credits for which they are eligible.
If you make generally less than $70,000/yr we encourage you to take advantage of this FREE service.
FAQ
Frequently Asked Questions
Everything you need to know about our VITA Service.
How do I book an appointment with your tax experts?
Simply choose an available time slot on our calendar, fill out a few details, and you’ll receive a confirmation email with your appointment details.
Do I need to bring any documents to the appointment?
Yes, please remember to bring the following with you for your appointment:
• Driver’s license or other photo I.D.
• Social Security cards for yourself and all dependents
• Bank account information for direct deposit of any refund
• W-2 from each employer (no pay stubs)
• Documentation of all other income (1099R, Social Security Statements, etc.)
• Form 1095-A if you received health-care coverage through the marketplace
**If filing a joint return, both spouses must be present to sign the tax return.
Can I get help with both personal and business taxes?
Absolutely! We specialize in both personal and business tax services, and our experts are here to provide tailored advice and solutions for your specific needs.
What happens if I miss my scheduled appointment?
If you miss your appointment, please let us know as soon as possible. We’ll help you reschedule at a convenient time, ensuring that your tax matters are addressed promptly.
ABOUT UNITED WAY OF NORTHWEST FLORIDA
Who we are
Most people think of United Way as a fundraiser. Raising money is important, but building a better community takes more than money. It takes people who care. United Way of Northwest Florida is a forum to unite people, coordinate efforts, set goals, and measure progress. It takes a whole community, working together, to achieve results. United Way of Northwest Florida partners with local agencies, businesses, governments, and volunteers to build initiatives that create lasting change by preventing problems from happening in the first place. When you give to United Way of Northwest Florida, your gift stays in your local community to help address and solve problems that matter to you and create opportunities for a better life for all.
What we do
DEVELOP RESOURCES – We collect donations from generous people like you through workplace campaigns, special events, and online donations.
DISTRIBUTE FUNDS – We will distribute your gift to any non-profit agency. Passionate about helping children learn to read? Want to help feed the needy? It’s up to you, just tell us where you want your money to go. Can’t decide? That’s OK. Your gift will go to our Community Impact Fund.
IMPLEMENT SOLUTIONS – The Community Impact Fund of United Way of Northwest Florida provides funds for grants that focus on Education, Income, and Health.
MEASURE RESULTS – Twice a year, Community Impact Fund Grant recipients are required to report on the progress and accomplishments of their programs.
Who we help
Your gift to United Way of Northwest Florida goes far, but never far away. The overwhelming majority of funds raised stays right here in Bay, Calhoun, Gulf, Holmes, Jackson, and Washington counties, helping strengthen our communities. Each year, local agencies assist our neighbors, friends, relatives, and coworkers in each of these communities. Your gift is the lifeline for hundreds of families in our region and provides services such as early childhood education, specialized care, youth development, and senior services. Please give today and continue to make a difference in your community.
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