Volunteer Income Tax Assistance

Volunteer Income Tax Assistance

Faith Assembly’s Volunteer Income Tax Assistance program is a free, appointment-only, tax preparation service. Appointments are taken on a first-come, first-serve basis.

Taxpayers Making $60,000 or Less

February 3-April 6 (Saturdays only)

By Appointment Only

Getting Started is Easy.

Before proceeding with the application, we kindly ask you to answer the following:

    Is your total income (combined if MFJ) more than $60,000?

    Do you have any virtual currency or rental income to report?

    Did you have the Marketplace Health Insurance plan in 2023?

    Did you receive Form 1095A?

    Unfortunately, you cannot schedule an appointment at this time, until you receive this Form from the Marketplace. This form is required to complete your tax return.

    Unfortunately, due to your tax-filing needs, you do not meet the requirements to receive tax-filing assistance at Faith Assembly. We apologize for any inconvenience this may cause. We would like to encourage you to visit another VITA facilitator site in the area.

    About VITA (Volunteer Income Tax Assistance)

    Faith Assembly’s Volunteer Income Tax Assistance program offers a valuable resource for individuals who may not have the financial means to pay for professional tax preparation services. By providing free assistance, the program ensures that all members of the community have access to essential tax preparation support, regardless of their financial circumstances. The appointment-only system allows for efficient organization and allocation of resources, ensuring that each taxpayer receives personalized attention and assistance during their appointment. Operating on a first-come, first-serve basis promotes fairness and accessibility, allowing individuals to secure assistance in a timely manner without facing undue barriers or delays. Overall, Faith Assembly’s program plays a crucial role in promoting financial literacy and equitable access to essential services within the community.

    Frequently Asked Questions

    Know Before You Go

    Can I bring people with me?

    Due to a high-volume of those needing assistance, we ask you to limit your guest count to your spouse (if they’re filing with you) and small children if you’re a single parent unable to secure childcare.

    What documents to bring to your appointment?

    1. Social Security Card for you, spouse and dependents claimed on the return (*Originals only, No photocopies*)

    2. Photo ID (Driver’s license) for you and your spouse, if filing jointly.

    3. For Direct Deposit: Proof of bank account routing and account numbers, such as a blank

    check.

    4. If Married Filing Jointly, your spouse has to be present.

    5. Bring ALL ORIGINAL forms received to prove income (e.g., W-2, 1099-G, 1099-R, SSA-1099, etc.)

    • Interest and Dividend Statements from banks (Forms 1099-INT and 1099-DIV)
    • If you have Business (Self-Employment) Income (1099-NEC, 1099-Misc, 1099-K) -Bring a summary list of all your income and all business-related expenses.

    6. Bring ALL ORIGINAL forms received to prove deductions or special credits (e.g., statement from daycare provider with their tax id #, charitable contribution statements, student loan, tuition (Form 1098-T, 2021 Statement/Invoice from college/institution etc.)

    7. Form 1095-A – Health Insurance Marketplace Statement (Required to bring this form if insured by Marketplace). Without this Form, we will not be able to do your taxes.

    8. Health Savings Account Information: If you have an HSA Acct, please bring your 5498-SA (contributions) and your 1099-SA Forms (distributions).

    9. Copy of your 2022 Tax Return

    10. Proof of Head of Household and dependents:

    If you are single, divorced or separated for more than 6 months and claiming a child you need to provide the following:

    • Proof of divorce or separation (e.g., divorce decree, court decree, etc.)
    • Proof child is related to you – birth certificate, etc.
    • Proof child’s age – ID, birth certificate, school records
    • Proof child lived with you – School records, medical records, etc.
    • If you or more people can claim the child, proof you are the only person allowed to claim the child (e.g., court decree, etc.)

    What time do I arrive and where should I park?

    Please arrive about 15 minutes before your scheduled appointment time. Failure to arrive on time will result in a cancellation of your appointment.

    Park in Parking Lot 2 and enter through the Main Entrance under the Overhang.

    What should I expect?

    You will be asked to show a confirmation of your appointment time upon arrival, so have your phone or a printed copy ready.

    Please bring any copies of this past year’s tax-related documents for those filing jointly within your household, including W2s, I9s, etc.

    A VITA volunteer will work alongside you one-on-one to assist you in preparing your taxes.

    Where is it located?

    We are located in East Orlando at Faith Assembly of God.

    9307 Curry Ford Road, Orlando, Florida 32825

    Upon arrival, we recommend entering through the Main Entrance under the Overhang in Parking Lot 2. Once you arrive inside the East Lobby, go up the Grand Staircase and follow the directional signs until you get to the Computer Lab on the Second Floor B-Wing.

    What if I need to reschedule?

    Appointments are limited and given at a first-come, first-serve basis, therefore we can not fully guarantee a new appointment window should you have to cancel.

    We kindly ask that you cancel within 48 hours of your scheduled time, so that we can open your slot up to someone on our waiting list.

    Reach Out

    For More Information

    Please email us for more information.

    Email VITA Team