United Way of NE Florida

RealSense appointments are now available.
Please use the drop-down menus on the left side of your screen to select your preferred location and service.

Please note: Appointment times will be added as they become available at each tax site. Please check back often.

1. Please check in 15 minutes prior to appointment

· To complete paperwork for intake and interview process

2. Prior to arrival, complete, download and print intake form. 13614-C Intake Form

3. Bring to appointment

· Completed intake form – if you have downloaded it

· Current photo ID’s (you and your spouse, if any)

· Social Security cards for all persons on the return

· All applicable tax documents, such as:

ü W2

ü 1099 R

ü 1099 SA

ü 1095 A

ü Social Security

· Any letter received from IRS, such as:

ü IP PIN after identity theft

· IF direct deposit is desired

ü Bring a check or printed letter from the bank with routing and account number

4. Schedule C filers (self-employed) should bring

· Tallied summary of expenses

· Mileage log entries

· Documents supporting income received

Please note: If filing a joint return, both spouses must be present to sign and submit your return.

Other important information:

We are currently not performing any returns with Bitcoin or any form of Virtual Currency.
If you feel comfortable preparing your own return, MyFreeTaxes.com remains available 24/7 for self-filing simple returns at no cost. It provides phone, email and chat support for any questions you might have during the preparation process.
If you have already filed your tax return and are concerned about the status of your refund, please check the IRS Where’s My Refund webpage.