201 Plaza Dr., Ste. 3 info@lehighcommunityservices.com 239.369.5818

Volunteer Income Tax Assistance

VITA (Volunteer Income Tax Assistance)


Welcome! We are accepting  appointments for the upcoming tax season. 

With the current Covid rates, masks may be required at some sites.
A little about VITA and what you will need for your appointment:

The United Way VITA program provides FREE tax return preparation for taxpayers with household incomes of less than $66,000.  IRS VITA return preparation sites are operated by certified Volunteers who are passionate about taxes and are trained to do basic returns.

Due to this, we cannot prepare returns with:

  • rental income
  • Small business Schedule C with business losses, expenses over $35,000, depreciation, or employees
  • Complicated Schedule D (capital gains and losses)
  • Schedule K-1s (can only do investment income only)
  • Farm income 

Please see a paid preparer if your return falls within any of those categories listed above.

Once you schedule an appointment, you will receive a confirmation e-mail with a list of documents you will need to bring to your appointment.  If you input your cell phone number when you make your appointment, you can receive text appt. reminders as well.

What should you bring to your tax appointment?:

  • 2021 & 2022 Federal Tax Returns (we strongly recommend you bring both)
  • Valid Photo ID for all adults
  • Social Security Cards or ITIN Letters for everyone on the tax return, including children. Must provide original or copies (paper or electronic) of social security cards or an acceptable substitute such as a letter from the Social Security Administration (SSA), Form SSA-1099. (New cards can be requested on ssa.gov and arrive in about 10 business days)
  • IPPIN -Identity Protection Pin number or letter if you have one.(new PIN issued every year) Get a replacement pin online
  • If married filing jointly, both spouses must be present for the appointment.
  • W-2s and 1099-NECs for ALL jobs worked in 2021
  • All 1099 Forms including 1099-G Unemployment Compensation (If applicable)
  • If Self-Employed, Itemized List of all Business Income, Expenses and Business Mileage log
  • Amount of 3rdstimulus payment –Should have been $1,400 per person with Social Security number (issued starting in mid-March 2021) Click Here to Look Up
  • Total Amount of any Advanced Child Tax Credits received July-December. Click Here to Look Up
  • Total paid to day care provider and their tax ID number, name and address—Even if you haven’t been able to claim the credit in the past—you may get nice credit this  year!!
  • Total cash donations for Charitable Contributions to any non-profit. Even if you  haven’t been able to claim the credit in the past—you may get a credit this year!!
  • Health Insurance Marketplace Form 1095-A, if applicable. Call 1-800-318-2596 to get information over the phone. Click here for Blank Form if you call
  • Sold a home? Have closing statements from sale of a home in 2021 and have purchase information on this home as well.
  • Bank Routing & Account number, voided check or savings account number for direct deposit.**Bring bank information for 2 accounts to split your refund & build up your savings account