The Community Tax & Financial Outreach Foundation provides free tax preparation to eligible individuals and families who need assistance filing their federal income tax returns.

You may qualify for our services if you:

• Meet the income guidelines. Many IRS Volunteer Income Tax Assistance (VITA) sites generally serve individuals and families with annual incomes of approximately $70,244 or less.

• Are age 60 or older. Tax Counseling for the Elderly (TCE) programs focus on taxpayers age 60 and older, particularly those with questions about pensions, retirement income, and other retirement-related tax matters.

• Have a disability. VITA programs commonly serve people with disabilities.

Eligibility also depends on your individual circumstances and whether your tax return falls within the scope of our program.

Not sure if you qualify? We encourage you to contact us. We can discuss your situation and help you determine whether our services may be a good fit.

Visit our Contact page to schedule a call.

Many IRS VITA locations generally serve individuals and families with annual income of about $70,244 or less. This is a general guideline, not a universal income limit for every VITA site.

Not sure if you qualify? Contact page. If your annual income is near or slightly above $70,244, we encourage you to contact us before assuming you are ineligible. Income guidelines can vary by program, and eligibility also depends on your individual tax situation and whether your return falls within our program's scope. We are happy to discuss your circumstances and help you determine whether our free tax preparation services may be a good fit.

To help us prepare your tax return accurately and efficiently, please bring the documents that apply to you and your household. Having your documents ready can help avoid delays.

1. Identification and Personal Information

• A valid photo ID for you and your spouse, if filing jointly.

• Social Security cards or official documentation showing Social Security numbers for you, your spouse, and everyone you plan to claim on your tax return.

• ITIN assignment letters or other applicable ITIN documentation, if applicable.

• Current IRS Identity Protection PIN (IP PIN) letters for you, your spouse, or any dependent who has been assigned one.

• Dates of birth for you, your spouse, and all dependents.

• Current mailing address and contact information.

2. Income Documents

Bring all tax forms and statements showing income received during the tax year, including those that apply to you:

• W-2 forms from employers.

• Forms 1099, including interest, dividends, retirement distributions, unemployment benefits, and other applicable income.

• Social Security benefit statements (Form SSA-1099).

• Pension, IRA, or other retirement income statements.

• Any other tax-related income documents you received.

3. Deductions, Credits, and Expenses

Depending on your circumstances, bring applicable documents such as:

• Form 1095-A if you had health insurance through the Health Insurance Marketplace.

• Education statements, such as Form 1098-T, and records of qualifying education expenses.

• Childcare expenses, including the provider’s name, address, and tax identification number.

• Mortgage interest statements, such as Form 1098, if applicable.

• Records of other expenses or payments that may qualify for tax deductions or credits.

4. Banking Information

If you would like to receive your refund by direct deposit, bring:

• Your bank account number.

• Your bank routing number.

A check or bank statement can help you verify the information.

5. Previous Tax Return

If available, bring a copy of your most recent federal tax return. It can help us confirm prior-year information and identify items that may carry forward to the current year.

6. If You Are Filing a Joint Return

Both spouses should attend the appointment so we can verify identification, review the information, and complete the required electronic filing signatures.

Prior-year tax return assistance may be available depending on the year, the complexity of the return, and program capacity. Contact us to discuss your needs.