Year Round VITA Tax Assistance is available in SWFL for families with an income of under $66,000. / La asistencia fiscal VITA durante todo el año está disponible en SWFL para familias con un ingreso de menos de $66,000.   Para español, haga clic en este enlace

Do not book more than 1 appointment. Please call 239-433-3900 if you need to schedule for multiple years of taxes. / No reserve más de una cita. Llame al 239-433-3900 si necesita programar declaraciones de impuestos para varios años.

• Deadline to file a tax return or extension in Florida is May 1, 2025 because of the storms last year. Paper extensions can be mailed, just **MAKE SURE TO WRITE ON THE TOP FL-HURRICANE-MILTON  It must be postmarked by May 1, 2025. Here is a link to the form to download and send  https://www.irs.gov/pub/irs-pdf/f4868.pdf  (mailing address below)
• La fecha límite para presentar una declaración de impuestos o una prórroga en Florida es el 1 de mayo de 2025 debido a las tormentas del año pasado. Las prórrogas en papel se pueden enviar por correo postal, solo **ASEGÚRESE DE ESCRIBIR EN LA PARTE SUPERIOR FL-HURACÁN-MILTON. Debe tener matasellos del 1 de mayo de 2025. Aquí tiene un enlace al formulario para descargar y enviar: https://www.irs.gov/pub/irs-pdf/f4868.pdf

Welcome to VITA!

If you suffered a loss to property from Hurricane Ian, Debbie, Helene, or Milton that you were not or will not be reimbursed for by insurance, FEMA, or any other source, and you want to report this on your taxes or learn more about this--please email [email protected] with your name, phone number, and a brief note about which storm affected you. It is a wait list, but the volunteers will contact you in the order you were placed on the list. DO NOT BOOK A TAX APPOINTMENT ON THIS WEBPAGE AS THE TAX SITES LISTED HERE CANNOT HELP WITH CASUALTY LOSSES.  (The Neighbors Helping Neighbors volunteer team who will be working to help those who need to report their losses for 2024 or amend their previous returns back to Hurricane Ian for 2022 will reach out to you.) To request information on Neighbors Helping Neighbors, please email [email protected] . NHN will get to you as soon as they can, please be patient. 

For regular tax preparation 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, farm income, crypto currency, or the sale of any property other than stocks or main home (we can do stocks or main home).
• If self-employed: We cannot do your return if you have employees, expenses over $35,000, depreciation, losses, or large purchases of an item that needs to be depreciated, or business use of home.

Please see a paid preparer if your return falls within any of those categories listed above or you can try to complete the return on your own at  MyFreeTaxes.com

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 appointment reminders as well.

What should you bring to your tax appointment?:
-Valid Photo ID for taxpayer and spouse (if applicable)
-Social Security Cards or ITINs for everyone on the tax return, including children. Social Security statements are an acceptable replacement. (New cards can be requested on ssa.gov and arrive in about 10 business days)
-Copy of your 2023 tax returns (not mandatory but STRONGLY SUGGEST). - Print all W-2’s and 1099’s for employment
-All 1099s, 1098s and any other tax forms, includes 1099G for unemployment

-If self-employed: Bring an itemized list of your income, your expenses and business mileage—mileage needs to be broken down into 2 totals:  January-June and July-December   

-If you are an Uber/Lfyt driver—please download and print your year end summary report along with any 1099-NECs and 1099-Ks that may be issued.
-If you are married and filing jointly, your spouse will need to review and sign the return as well.
-Do you have health insurance from Marketplace/Obamacare? If so, bring your 1095A or call 1-800-318-2596 to get one mailed or visit healthcare.gov 

-Do you have dependent care (daycare) expenses? If so, bring total paid to day care provider and their tax ID number, name and address
-Are you in the IRS’ Identity Theft Pin program (do you get a special PIN mailed to you each year by the IRS?) Please bring the PIN # issued in January 2025 by the IRS (a new PIN issued every January—you can get a replacement pin online at IRS.gov type PIN in the search field)
-Did you sell your main home in 2024?—If so, please bring closing statements and purchase documents for that home 

If you would like your refund direct deposited into your Savings and/or checking account please bring the routing and account numbers (Ex. Bring a check) **We encourage you to plan ahead and think about saving for an emergency—we can split your refund into 2 different accounts—just bring the numbers for both accounts!

To schedule an appointment please call 239-433-3900. Questions, please email [email protected].

• Lee and Hendry clients—select the site/day/time on the left. 
• You can file yourself for free at MyFreeTaxes.com
• Or use our 100% Virtual Site --getyourrefund/uwlee  Complete an online form and upload images or scans of all your tax information. A trained VITA volunteer will contact you to complete your return.