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RealSense provides free tax preparation services to families and individuals with a household income of $66,000 or less. 

 

  

Tax season has ended.  Our sites will re-open on January 21, 2020 to prepare current year tax returns.

 

  

However, for prior year tax returns, we are still offering free tax services on a limited basis at the following location:

 

  

Heart of Putnam

2600 Peters Street

Palatka, FL  32177

Call (386) 328-0984 to make an appointment.

 

 

To be able to assist you, please bring the following documents with you and plan to arrive 15 minutes before your scheduled appointment time:

  • Photo identification (you and spouse, if married).
  • Social Security Cards for all persons on the return including dependents.
  • All income forms (W-2, 1099-MISC, 1099-R, Social Security, etc.).
  • All expenses (Mortgage Interest, Property Taxes, Charitable Contributions, etc.).
  • Last year's tax return.
  • A check or printed statement with bank routing and account number if direct deposit is desired.  We do not accept handwritten account information due to risk of error.
  • If filing married filing jointly (MFJ), both parties must be present or you must have a valid Power of Attorney (POA).
  • Please fill out, print and bring to your appointment the VITA intake form: https://www.irs.gov/pub/irs-pdf/f13614c.pdf.

 

IMPORTANT

  1. Rental Income (Schedule E) returns are out of scope for us.  We will not be able to prepare your return if you have rental income. 

  2. Schedule C (Self-Employed) clients cannot have employees, inventory or total expenses exceeding $25,000.  Please bring your receipts, expenses and mileage logs already tallied for the year.