From February through April 2022, we will use mostly contact-less alternatives to our normal face-to-face meetings with taxpayers. So that everyone can access our VITA program, we offer two methods:
- No-contact (100% virtual)
- Low contact (drop-off)
The methods differ in the way you get information to us. The two methods use the same processes for contacting you and preparing, reviewing, and filing returns.
No-contact (100% virtual)
The non-contact (100% virtual) method requires no in-person contact with VITA volunteers.
- We email fillable Intake forms to you
- You complete these forms by typing information into the forms’ input boxes
- You upload the completed forms and your tax documents to our secure server
- We check your photo ID and social security cards by
- Examining copies that you upload to our secure server
- Or, if you prefer, scheduling a Zoom session
View detailed information about completing your forms for drop-off.
Low Contact (drop-off)
The low contact (drop-off) method requires limited in-person contact with VITA volunteer while you deliver documents
- We send Intake forms to you by U.S. mail
- You complete these forms using a blue or black pen
- You place the completed forms and all other tax documents in an envelope we supply
- You take the envelope to one of our pre-scheduled drop off times
- These sites are drive-through lanes similar to drive-through banking
- There are several drop-off times and locations each week
- During drop-off, a VITA volunteer accepts your envelope, checks your photo ID, and examines social security cards
- You must wear a mask covering your mouth and nose when using our drop-off sites
- If you don’t have a mask, we will provide one
- Our volunteers at the drop-off sites will be wearing masks, too
View detailed information about completing your forms for drop-off.
Location and times for drop-off will be published soon.
Return Preparation, Quality Review, and Filing
Your returns will be prepared in our offices without your being present. During the preparation process, a volunteer will contact you by email or phone if they have additional questions. After your return is prepared we will give you a copy of your return and review the return with you. We will make any changes necessary and re-review the return with you. After you approve the return for e-filing, we will e-file the return. If the return cannot be e-filed, we will provide you with copies of your return, and mailing instructions.