VITA, a Program of the Financial Education Center

Volunteer Income Tax Assistance

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $55,000 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.

Vita Tax Program Appointment

WE WILL BE OFFERING IN-PERSON APPOINTMENTS AND DROP-OFF APPOINTMENTS.

In Person Tax Preparation: By Appointment Only

This service is for clients that prefer to be present during their tax preparation. Offered Wednesday night’s 5-8 PM and Saturday mornings 9 AM – 12 PM

Virtual Drop Off Tax Preparation: By Appointment Only

This site is using Virtual VITA Method to prepare your tax return Intake Site plus a Return Preparation and Quality Review Site: This method includes the taxpayer dropping-off their personal identifiable information (identification, social security numbers, Form W-2 and all other tax documents) at the site in order to prepare and quality review the tax return, client will not be present during preparation of their returns. The taxpayer will use our online scheduler to choose a time and date to drop off all of the required forms. The taxpayer will have the option to come back a week later (7 days) to the drop off site to sign any necessary forms required to e-file their returns and pick up a copy of their returns or they will have the option to have their returns and any form they need to sign sent to them via email. Note: If choosing email: The clients will receive one secure email containing Form 8879 (IRS e-file Signature Authorization) for Federal Return & Form M-8453 (Individual Income Tax Declaration for Electronic Filing) for State Returns. Once the forms are signed & returned, the client will receive another email with a copy of their returns. If the client does not return Form 8879 & Form M-8453 signed, their returns will not be filed (delaying their refund) and they will not receive a copy of their returns. When necessary, the site will use the clients preferred method of contact to contact the taxpayer if additional information is needed while preparing or quality reviewing the tax return (E-mail or Phone Call). Offered Monday through Friday 9 AM – 12 PM

CLICK HERE TO BOOK NOW (Active January 13th 2020)

Volunteering Opportunity

Learn to prepare taxes and make a difference in your community at the same time.

How can you make a difference?

Simple! Volunteer to help your community by preparing taxes free of charge with the Volunteer Income Tax Assistance Programs (VITA)

What is Volunteer Income Tax Assistance Programs (VITA)?

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $56,000 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.

How does this program work?

As a committed tax volunteer you will be assigned to work with a sponsoring organization (Community Teamwork), to receive training and then to begin volunteering during Tax Season (February thru Mid-April).

You will receive training to provide free tax help for low-to-moderate income families who need assistance preparing their tax returns. As a volunteer, you will join the thousands of others who each year prepare millions of tax returns at thousands of tax sites nationwide. Training is offered both online and in the classroom.

VOLUNTEER PROTECTION ACT OF 1997https://www.govinfo.gov/content/pkg/PLAW-105publ19/pdf/PLAW-105publ19.pdf

Interested?

For additional information and next steps, submit your inquiry to

Sandra Diaz at sdiaz@commteam.org or 978-654-5725 and you will be one-step closer on becoming a VITA Tax Volunteer and giving back to your community.

Why pay to have someone do your taxes when CTI will do them for free? VITA is offered to low-income individuals, and families who qualify for the Earned Income Tax Credit. Appointments are scheduled on Wednesday nights (Feb 5 through April 8, 5pm-8pm) and Saturday mornings (Feb 1 through April 11, 9am-12 Noon) during tax season. We are located at 17 Kirk Street, 1st Floor, Lowell and available by APPOINTMENT ONLY. We will start scheduling appointments on Monday, January 13th, 2020. Please call to learn more: 978.654.5725 or 978.654.5673.

If your household annual income is $56,000 or less you may qualify for EITC & CTC (depending on your household size and if you have qualified dependents) you can take advantage of our VITA Tax Preparation Program – Completely FREE!   

 ** We CANNOT prepare returns for the following **  

  • Cancellation of Debt due to foreclosure or insolvency
  • Foreign students
  • Business income
  • Military income
  • Capital gain or loss
  • International income
  • Rental real estate income
  • Stocks, dividends or bonds
  • Puerto Rico or US Territory
  • Ride Sharing (Uber/Lyft)

What is VITA?

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $56,000 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.

What is EITC?

The United States federal earned income tax credit or earned income credit (EITC or EIC) is a refundable tax credit for low to moderate income working individuals and couples, particularly those with children. The amount of EITC benefit depends on a recipient’s income and number of children.

What is CTC?

Beginning with Tax Year 2018, you may able to claim the Child Tax Credit if you have a qualifying child under the age of 17 and meet other qualifications. The maximum amount per qualifying child is $2,000. Up to $1,400 of the credit can be refundable for each qualifying child as the Additional Child Tax Credit. A refundable tax credit may give you a refund even if you don’t owe any tax. Your qualifying child must have a Social Security Number issued by the Social Security Administration before the due date of your tax return (including extensions) to be claimed as a qualifying child for the Child Tax Credit or Additional Child Tax Credit.

VITA Tax Flyer – 2019 Schedule for 2018 Tax Season

Tax Document Checklist for Appointment

MASSCAP PUBLIC POLICY PRIORITIES- FY19 Top Budget Priorities

MASSCAP Volunteer Income Tax Assistance Program (VITA) Site – Business Fact Sheet

MASSCAP Volunteer Tax Assistance Program (VITA) – Fact Sheet Overview

ALERT

Be aware of phone & mail frauds claiming that money is owed to the IRS, MassDor or from Social Security Administration claiming that their social security number has been compromised, the IRS, MassDor and Social Security Administration will not contact anyone by phone. They will mail out letters of communications, also, be aware that scammers have also compromised communications letters from any of these agencies, if they are unsure they should contact the agencies directly at the phone numbers or email provided  on this site – not the letter received 0 those can be fake numbers as well.

Identified Issue
The Internal Revenue Service is aware of a new scheme where criminals, after stealing client data from tax professionals, are filing fraudulent tax returns which include the taxpayers’ real bank accounts for the refund deposits. The fraudulent refunds are deposited into the real taxpayers’ accounts. The criminal subsequently contacts the taxpayers requesting/demanding the funds be returned and instructs the taxpayers how to return the funds. The taxpayers who follow these instructions are sending the money to the actual criminal and not the IRS.
Required Corrective Actions
Taxpayers should be alert to any unusual activity such as receiving a tax refund they did not request.
Taxpayers who receive a direct deposit refund that they did not request (or did not file a tax return for) should take the following steps:
1. Contact the Automated Clearing House (ACH) department of the bank/financial institution where the direct deposit was received and ask the bank or financial institution to return the refund to the IRS.
2. Call the IRS toll-free

LEARN MORE – Archives

EITC Client Flyer – Important Announcement: 2016 Refund Delay Notice UPDATE COMING SOON

VITA and ETIC Resources

IRS – www.irs.gov 800-829-1040

MassDor – https://mtc.dor.state.ma.us/mtc – Toll Free 800-392-6089

Social Security Administration – www.ssa.gov – Toll Free 800-772-1213

National Taxpayer Advocate – https://taxpayeradvocate.irs.gov – Toll Free 877-777-4778

Save Your Refund Contest – https://saveyourrefund.com/home – contact email info@saveyourrefund.com

http://www.eitcoutreach.org/blog/five-ways-to-promote-the-eitc-for-awareness-day/  (nice video in English and Spanish on EITC)

IRS EITC Awareness Toolkit

https://www.eitc.irs.gov/partner-toolkit/eitc-awareness-day/eitc-awareness-day-2

Prosperity Now EITC Awareness Toolkit

https://prosperitynow.org/resources/2019-eitc-awareness-day-toolkit

Tax Credits for Working Families

http://www.taxcreditsforworkersandfamilies.org/resources/

Listen to Chris Santos-Gordon, Director of the Financial Education Center  discuss on WCAP980 radio the opportunities available at the Financial Education Center at Community Teamwork 2/6/18

Important Announcement for Taxpayers who file for the Earned Income Credit 

“The IRS reminds taxpayers that a new law requires the IRS to hold refunds claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) until Feb. 15. In addition, the IRS wants taxpayers to be aware it will take several days for these refunds to be released and processed through financial institutions. Factoring in weekends and the President’s Day holiday, the IRS cautions that many affected taxpayers may not have actual access to their refunds until the week of Feb. 27.”

This means that wherever you have your tax return prepared, either with Community Teamwork or a private preparer, the same federal rule applies.  The IRS will hold all EITC refunds until Feb. 15th no matter where they originated from.

Get in Touch

165 Merrimack Street, Lowell MA  01852

978.459.0551 / 978.654.5676 / 978.654.5673

 

Get In Touch

165 Merrimack Street
Lowel, MA 01852

978.654.5725 or
978.654.5673
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(978) 459–0551 / 978.654.5676
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