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VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:

  • People who generally make $64,000 or less
  • Persons with disabilities; and
  • Limited English-speaking taxpayers

Current year and prior year tax return preparation is available at all sites (except Chosen City Church and West Blvd. which will only accommodate current year tax returns.)

Community Link offers financial education workshops, foreclosure prevention, and a program for people interested in becoming a homeowner. Check out our programs.

For Taxpayers:

Where do I go to get my taxes done?

Walk-ins are offered at the Community Link offices through April 10, 2024.

First come, first serve. The line starts at 5:30pm and will end at 6:00pm. How many taxpayers are accepted each day does depend on how many volunteers we have at the site.

Most partner sites require an appointment:

  • Allegra Westbrooks Regional Library – walk-ins available Saturdays from 10am - 3pm until April 13, 2024.
  • Goodwill (921 N. Wendover Rd Charlotte, NC 28211) - walk-ins available on Saturdays from 10am - 3pm through April 13, 2024.
  • Sugar Creek Library - walk-ins on Saturday from 10am - 3pm until April 13, 2024.
  • West Boulevard Library (2157 West Blvd. Charlotte, NC 28208) is offering walk-ins on Saturdays from 10am - 3pm through April 13, 2024.

Walk-In days do not require an appointment and the site works on a first-come, first-serve basis.

To expedite the process: please print, complete, and bring this form with you: IRS IntakeForm

What do I need to get my taxes done?

All taxpayers should bring:

  1. Photo ID for taxpayer(s) - driver's license, State ID card or passport
  2. Social Security Card (or Form SSA-1099 – social security statement) for taxpayer(s) and dependents
  3. Last years’ tax return
  4. Voided blank check (or access to online banking information) for direct deposit of any tax refund
  5. We are unable to prepare the tax return without items 1 and 2

Please bring any applicable 2023 tax documents:

  • Income documents – W-2, SSA-1099 (social security statement), 1099-R, 1099-G,1099-NEC, 1099-Misc, 1099-K, 1099-C, etc.
  • 1098-T for your college student
  • 1095-A (Marketplace medical insurance)
  • Statement from child care provider, including provider’s SSN or EIN
  • Any other tax document that you believe is important to file your tax return

If you anticipate itemizing your deductions, then please bring:

  • Medical expense documentation
  • Form 1098 (mortgage interest)
  • State and local tax, including property tax, documentation, and
  • Charitable giving documentation- goods and case

If you are self-employed, please bring all income and expenses records, and details of miles driven for business. For Uber/Lyft/DoorDash, etc. drivers, please bring your statement of account from the company.

To expedite the process: please print, complete, and bring this form with you: IRS Intake Form

Please note:  Some situations are outside the program parameters, which will preclude us from preparing your return, including:

  • Self-employed tax-payers: if your business had any employees (a spouse is not an employee), a net loss, expenses exceeding $35,000, depreciation, a home office, inventory or you are eligible for the Premium Tax Credit (related to Marketplace Insurance)
  • Rental income or sale of investment property.
  • If you moved from another state to North Carolina or South Carolina during 2023, we may not be able to complete the other state’s tax return.
  • If you sold, exchanged or otherwise disposed of a digital asset (e.g. bitcoin), we are unable to prepare the return.
  • If you are eligible for Electric Vehicle or Solar Tax Credits, we are unable to prepare your return
  • If you are in bankruptcy, we are unable to prepare the return.