Tax Time2018-02-05T18:20:39+00:00

Tax Time

Helping Southwest Virginians file taxes for free.

Many SWVA residents need help filing taxes, or they simply file taxes without claiming important tax credits. We can connect them to easy, safe, free tax preparation either online with MyFreeTaxes.com or in-person at VITA at sites throughout the region. Those eligible tax filers can file their taxes for free and receive the returns they are eligible for.

Want to help people file taxes?

Find out more

Want to have your taxes done for free?

Find out more

VOLUNTEERING TO PREPARE TAXES

What is VITA?

VITA (Volunteer Income Tax Assistance) is a nationwide program sponsored by the IRS that is available during tax season. Volunteers at VITA sites provide free, basic in-person tax preparation services to hard-working families.

Participating VITA partners are:

  • Appalachian Community Action Agency (Lee, Scott, Wise, Norton)
  • Clinch Valley Community Action Program (Tazewell)
  • Mountain Community Action Program (Smyth, Bland, Wythe)
  • People Inc. of Virginia (Washington, Russell, Bristol, Buchanan)
  • Rooftop of Virginia (Grayson, Carroll, Galax)

What do volunteers do?

Locally across Southwest Virginia, hundreds of people in Southwest Virginia gain access to free in-person filing because of VITA volunteers. Each year, community volunteers from across Southwest Virginia help more than 1,800 people receive free tax preparation services.

This volunteer opportunity is open to anyone who is interested! We’ll match you up with the VITA site closest to you, and they’ll help you through the entire process of becoming certified and trained through our partnership with the IRS. Even if you do not have prior experience preparing taxes, you’ll quickly get a grasp on how to prepare tax returns and help taxpayers get the tax credits and deductions they’re entitled to. Once you’re trained, you’ll choose your availability and do taxes for individuals at that VITA site.

We need new volunteers for the 2018 tax season!  Group volunteer opportunities are available for corporations, college groups, churches, or civic groups. When you volunteer as a tax-preparer through our United Way of Southwest Virginia’s VITA sites, you:

  • Learn new skills!
  • Bolster your resume!
  • Acquire tax knowledge!
  • Make friends!
  • Strengthen the community!
  • Help people avoid predatory refund-anticipation loans!
  • Get gas cards!
  • *NEW since 2017* Get a free Chrome Book!
  • Feel good!

To be eligible to receive a Chromebook, a volunteer must complete VITA training and become certified (approximately 30-40 hours), volunteer at least twenty-four (24) hours beyond training time, and complete a minimum of twenty-four (24) tax returns.

“You’re not just doing taxes…you’re doing a financial stability checklist. You’re helping these families in more ways than you know.” – VITA Volunteer, United Way of Southwest Virginia

How do I become a volunteer?

Click each step to learn more.

Let us know who you are and where you’d like to volunteer by filling out the contact form below.

All tax preparers are required to take and pass online IRS-established tests which enable them to be certified by the IRS. Certification in one of two levels of federal tax law is required. The basic certification path is intended for the volunteer who will assist working taxpayers with individual and family tax concerns. The advanced certification path covers tax law as it applies to wage earners who have more complex income issues. You get to choose which certification you’d like to receive! And, don’t worry…the tests are self-paced, open-book, AND multiple-choice.

  • Volunteers with no previous tax preparation experience are required to receive training on federal, state, and local tax law. (Approximately 30-40 hours.)
  • Volunteers with tax preparation experience are required to receive a refresher training on updated tax law.

All tax preparers must have a criminal background check done due to the sensitive nature of tax-related information they will have access to during the tax preparation process.

Use your time (a few hours a week during tax season) and talent to help individuals and families keep their hard-earned money.

Contact us

Contact Debby Loggans at United Way of Southwest Virginia (276.628.2160 ext. 4101 or via email at dloggans@unitedwayswva.org).

Why should I volunteer with VITA?

We interviewed four of our VITA partners to hear their perspectives on why you should be a part of this initiative.

  • Rooftop of Virginia (Grayson, Carroll, Galax)
  • Clinch Valley Community Action Program (Tazewell)
  • Appalachian Community Action Agency (Lee, Scott, Wise, Norton)
  • Mountain Community Action Program (Smyth, Bland, Wythe)

GETTING TAXES DONE FOR FREE

You’ve earned your money. We’ll help you keep more of it.

The simple truth is that when taxes are done right, the result could mean valuable tax credits and refunds that go a long way in your family’s annual budget.

According to the IRS, approximately 20% of residents do not claim one of the biggest boosters to family incomes – the Earned Income Tax Credit (EITC), a refundable credit that can amount to as much as $6,269 per qualifying family – simply because they are unaware of their eligibility, or do not file their taxes.

You can file your taxes easily for free – online or in person. If you’re getting free help filing your taxes in person, bring photo identification and a Social Security card for each adult in your household.

  • W-2s for each job held in 2015 for each person in the household, this form reports your name, wages, and other tax information to the IRS.
  • 1099s showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS.
  • 1098s showing payments you’ve made (school loans,property tax).
  • 1095-A if you received credit from the healthcare.gov marketplace.
  • Income/interest statements received for any savings account/investments.
  • Bank account numbers: a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.
  • Last year’s tax return (if you have it).
  • Name and taxpayer number as they appear on the Social Security Card (SSN) or Individual Taxpayer Identification Number letter (ITIN) for you and all dependents (including children and elderly relatives for whom you provide care).
  • Date of birth and relationship (son, daughter, mother, etc.).
  • Current address (it may be different from the address on your employment records).
  • Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider.
  • Business expenses and assets: if you’re self-employed or have a small business
  • College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E).
  • Educator expenses for teaching grades K-12 (school supplies and materials used in the classroom).
  • Charitable donations: list of contributions and amounts, receipts for contributions over $250.
  • Vehicles: vehicle sales tax, personal property tax statement for each car you own, total miles driven for the year and/or total miles driven for business.
  • Renters: amount of rent paid (in some states).
  • Homeowners: mortgage interest statement (Form 1098), real estate taxes paid, Statement of Property Tax Payable in 2015.
  • Retirement/IRA: amount contributed to an IRA and total value as of December 2015.
  • ITIN: if you need to apply for an ITIN for yourself or a family member, find out what other documents you need to take with you when you get help filing your taxes for free.

File your taxes for free, either on your own with MyFreeTaxes, or by visiting one of our VITA sites. If you’re getting free help filing your taxes in person, bring photo identification and a Social Security card for each adult in your household.

ONLINE: Click here to file with MyFreeTaxes online! Once you begin your free filing, the software will guide you to identify tax credits and deductions you may be eligible for.

IN-PERSON: Scroll down to see the VITA locations near you where someone can assist you in person. Once you arrive at your appointment, the volunteers will guide you through every step, and help you identify tax credits and deductions you may be eligible for.

For your protection, keep any forms used to prepare your taxes and a copy of your return for seven years. This information will make it easier to file your taxes next year.

FREE Method 1: File online on your own with MyFreeTaxes

United Way partners with H&R Block to provide its Premium online tax filing software to help people easily and accurately file their federal and state taxes for FREE through MyFreeTaxes if they earned $66,000 or less in 2017. Filers can easily access MyFreeTaxes.com from their computer or the palm of their hand, and can file federal and up to three state returns for free.

Follow the prompts to be guided through the process at your own pace. This can be done anywhere with high-speed internet.

File with MyFreeTaxes online

FREE Method 2: File in person across Southwest Virginia with VITA

When the next tax season begins, schedule an appointment with an IRS-certified volunteer tax preparer at your local VITA site who can work directly with you to file your Federal and Virginia state income tax returns. Services are available in English (and Spanish at specific locations).

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities, and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

  • “WALK-INS” indicates tax filers do not have to make an appointment to be assisted by a VITA volunteer. They may simply show up at the VITA site during hours of operation listed in the table below, and a VITA volunteer will complete taxes alongside them.
  • “APPOINTMENTS” indicates tax filers are required to make an appointment to be assisted by a VITA volunteer. Appointments can be made using the contact information in the table below.
  • “DROP OFFS” indicates tax filers may drop off taxes during hours of operation to be completed by a VITA volunteer in the table below. Arrangements will be made for the filer to return to the VITA site at a later time for pick up.
  • “FACILITATED SELF-PREP” indicates tax filers will be assisted in-person, but filers themselves will use an online software to file taxes at the VITA site in the table below. Assistance is provided throughout the filing process.
Free VITA tax prep site Walk-Ins Appointments Drop-Offs Facilitated Self-Prep Hours VITA Partner & Info
Bristol Public Library
701 Goode Street, Bristol, VA
WALK-INS ONLY NO NO COMING SOON Tuesday 5:00pm – 7:30pm
Saturday 9:00am – 1:00pm
People Inc.
Spanish interpreter available by calling 276-451-8966.
Southwest Virginia Community College
Learning Lab, Section 76
144 Highlands Road, Lebanon, VA
WALK-INS ONLY NO NO NO Tuesday 10:00am – 2:00pm People Inc.
Spanish interpreter available by calling 276-451-8966.
People Inc. – Abingdon
1217 West Main Street, Abingdon, VA
YES, WALK-INS ONLY ON SATURDAYS  YES, APPOINTMENTS ACCEPTED MONDAY-FRIDAY NO NO Monday 11:15am – 4:00pm
Tuesday 10:00am – 4:00pm
Wednesday 1:00pm – 4:00pm
Thursday 10:00am – 4:00pm
Friday 1:00pm – 4:00pm
Saturday 9:00am – 1:00pm (THIS DAY IS FOR WALK-INS ONLY)
People Inc.
Make an appointment by calling 276-619-2235. Spanish interpreter available by calling 276-451-8966
Appalachian School of Law
Booth Center, Room #233
1012 Walnut Street, Grundy, VA 24614
YES, WALK-INS ACCEPTED YES, APPOINTMENTS ACCEPTED FOR UNLISTED HOURS NO NO February 5, 2018 – March 30, 2018
Monday and Wednesday 9:00 am – 12:00 pm
Tuesday and Thursday 2:00pm – 4:00pm
Friday 1:00pm – 3:00pm
People Inc.
If you are unable to visit as a walk-in, you may call 276-244-1228 to make an appointment during unlisted hours. Spanish interpreter available but contact information is to be determined.
St. James Episcopal Church
73 Culpepper Street, Warrenton, VA
NO APPOINTMENTS ONLY NO NO Saturday 10:00am – 3:00pm
People Inc.
Make an appointment by calling 571-445-3020.
Spanish interpreter available by calling 571-445-3027.
People Inc. – Woodstock
135 South Main Street, Woodstock, VA
NO APPOINTMENTS ONLY NO NO Wednesday 2:00pm – 6:00pm
People Inc.
Make an appointment by calling 540-459-9096.
Spanish interpreter available by calling 571-445-3027.
Rooftop of Virginia CAP
206 North Main Street, Galax, VA
NO YES, APPOINTMENTS ACCEPTED YES, DROP-OFFS ACCEPTED NO Tuesday-Thursday 9:00am-5:00pm
Friday 8:00am-4:00pm
Special Saturday hours will be added
Rooftop of Virginia
Make an appointment by calling Terri Gillespie at 276-236-7131.
Clinch Valley Community Action Agency, Inc.
1379 Tazewell Avenue, North Tazewell, VA
NO APPOINTMENTS ONLY NO NO Monday 10:00am-12:00pm and 2:00pm-4:00pm
Tuesday 10:00am-12:00pm, 2:00pm-5:00pm, 6:00pm-9:00pm
Wednesday 9:00am-12:00pm
Thursday 10:00am-12:00pm and 2:00pm-4:00pm
Friday 10:00am-12:00pm
Saturday 9:00am-12:00pm

Clinch Valley Community Action Agency, Inc.
Make an appointment by calling Sandy Harrison at 276-988-5583.
Mountain CAP – Main Office
602 South Iron Street, Marion ,VA
NO NO DROP-OFFS ONLY NO Monday-Wednesday 8:30am-12:00pm and 1:00pm-5:00pm
Mountain CAP
Questions? Call Alice Crockett at 276-783-7337 ext. 228.
Mountain CAP – Computer Lab
602 South Iron Street, Marion ,VA
NO NO NO SELF-PREP ONLY Monday-Friday 8:30am-12:00pm and 1:00pm-5:00pm Mountain CAP
Questions? Call Alice Crockett at 276-783-7337 ext. 228.
Wythe/Bland Outreach Office
680 West Main Street, Wytheville, VA
NO NO DROP-OFFS ONLY NO Monday-Wednesday 8:30am-12:00pm and 1:00pm-5:00pm Mountain CAP
Questions? Call Andrea Williams at 276-228-5231.
Bland Ministry Center
55 Seddon Street, Bland, VA
NO NO DROP-OFFS ONLY NO Monday 1:00pm-4:00pm
Mountain CAP
Questions? Call Andrea Williams at 276-228-5231.
Wytheville Training School and Cultural Center
410 East Franklin Street, Wytheville, VA
NO NO NO SELF-PREP ONLY Monday-Thursday 2:00pm-7:00pm
Saturday 9:00am-12:00am
Mountain CAP
Questions? Call Natalie Ratcliffe at 276-625-0042.
Virginia Employment Commission
800 East Main Street, Suite 200, Wytheville, VA
NO NO NO SELF-PREP ONLY Monday-Friday 8:00am-5:00pm Mountain CAP
Questions? Call Karen Akers at 276-228-4051.
Appalachian Community Action Agency
175 Military Lane, Gate City, VA
NO YES, APPOINTMENTS ACCEPTED YES, DROP-OFFS ACCEPTED NO Monday-Friday 8:00am-5:00pm Appalachian Community Action Agency – Gate City
Make an appointment by calling 276-452-2441.

VITA sites offering free tax preparation
($54,000 or less)

 

Bristol Public Library
701 Goode Street, Bristol, VA
Walk-ins only; facilitated self-prep coming soon

Tuesday 5:00pm – 7:30pm
Saturday 9:00am – 1:00pm

Operated by People Inc.
Spanish interpreter available by calling 276-451-8966.

 

Southwest Virginia Community College
Learning Lab, Section 76
144 Highlands Drive, Lebanon, VA
Walk-ins only

Tuesday 10:00am – 2:00pm

Operated by People Inc.
Spanish interpreter available by calling 276-451-8966.

 

People Inc. – Abingdon
1217 West Main Street, Abingdon, VA
Walk-ins only on Saturdays; appointments only Monday – Friday

Monday 11:15am – 4:00pm
Tuesday 10:00am – 4:00pm
Wednesday 1:00pm – 4:00pm
Thursday 10:00am – 4:00pm
Friday 1:00pm – 4:00pm
Saturday 9:00am – 1:00pm (WALK-INS ONLY ON THIS DAY)

Operated by People Inc.
Make an appointment by calling 276-619-2235. Spanish interpreter available by calling 276-451-8966. 

 

Appalachian School of Law 
Booth Center, Room #233
1012 Walnut Street, Grundy, VA 24614
Walk-ins accepted; appointments accepted for unlisted hours

February 5, 2018 – March 30, 2018
Monday and Wednesday 9:00 am – 12:00 pm
Tuesday and Thursday 2:00pm – 4:00pm
Friday 1:00pm – 3:00pm

Operated by People Inc.
If you are unable to visit as a walk-in, you may call 276-244-1228 to make an appointment during unlisted hours. Spanish interpreter available but contact information is to be determined.

 

St. James Episcopal Church
73 Culpepper Street, Warrenton, VA
Appointments only

Saturday 10:00am – 3:00pm

Operated by People Inc.
Make an appointment by calling 571-445-3020.
Spanish interpreter available by calling 571-445-3027.

 

People Inc. – Woodstock
135 South Main Street, Woodstock, VA
Appointments only

Wednesday 2:00pm – 6:00pm

Operated by People Inc.
Make an appointment by calling 540-459-9096.
Spanish interpreter available by calling 571-445-3027.

 

Rooftop of Virginia CAP
206 North Main Street, Galax, VA
Appointments accepted; drop-offs accepted

Tuesday-Thursday 9:00am-5:00pm.
Friday 8:00am-4:00pm.
Special Saturday hours will be added.

Operated by Rooftop of Virginia
Make an appointment by calling Terri Gillespie at 276-236-7131.

 

Clinch Valley Community Action Agency, Inc.
1379 Tazewell Avenue, North Tazewell, VA
Appointments only

Monday 10:00am-12:00pm and 2:00pm-4:00pm
Tuesday 10:00am-12:00pm, 2:00pm-5:00pm, 6:00pm-9:00pm
Wednesday 9:00am-12:00pm
Thursday 10:00am-12:00pm and 2:00pm-4:00pm
Friday 10:00am-12:00pm
Saturday 9:00am-12:00pm

Operated by Clinch Valley Community Action Agency, Inc.
Make an appointment by calling Sandy Harrison.

 

Mountain CAP – Main Office
602 South Iron Street, Marion ,VA
Drop-offs only

Monday-Wednesday 8:30am-12:00pm and 1:00pm-5:00pm

Operated by Mountain CAP
Questions? Call Alice Crockett at 276-783-7337 ext. 228.

 

Mountain CAP – Computer Lab
602 South Iron Street, Marion ,VA
Self-prep only

Monday-Friday 8:30am-12:00pm and 1:00pm-5:00pm

Operated by Mountain CAP
Questions? Call Alice Crockett at 276-783-7337 ext. 228.

 

Wythe/Bland Outreach Office
680 West Main Street, Wytheville, VA
Drop-offs only

Monday-Wednesday 8:30am-12:00pm and 1:00pm-5:00pm

Operated by Mountain CAP
Questions? Call Andrea Williams at 276-228-5231.

 

Bland Ministry Center
55 Seddon Street, Bland, VA
Drop-offs only

Monday 1:00pm-4:00pm

Operated by Mountain CAP
Questions? Call Andrea Williams at 276-228-5231.

 

Wytheville Training School and Cultural Center
410 East Franklin Street, Wytheville, VA
Self-prep only

Monday-Thursday 2:00pm-7:00pm
Saturday 9:00am-12:00am

Operated by Mountain CAP
Questions? Call Natalie Ratcliffe at 276-625-0042.

 

Virginia Employment Commission
800 East Main Street, Suite 200, Wytheville, VA
Self-prep only

Monday-Friday 8:00am-5:00pm

Operated by Mountain CAP
Questions? Call Karen Akers at 276-228-4051.

 

Appalachian Community Action Agency
175 Military Lane, Gate City, VA
Appointments accepted; drop-offs accepted

Monday-Friday 8:00am-5:00pm

Operated by Appalachian Community Action Agency – Gate City
Make an appointment by calling 276-452-2441.

<-  Back to United Way’s work in Financial Stability

About our work in Financial Stability

United Way of Southwest Virginia is fighting for the financial stability of the region by empowering people to get on stable financial ground with proven methods like tax preparation assistance, money management, and community partnerships aimed at helping local families keep their hard-earned money. The result is a thriving community where everyone has more opportunity to succeed.