We are now accepting appointments for the

2024 tax year


 

Free Tax Assistance

Are you getting all the tax credits you’re eligible for?

Earned Income Tax Credit? Child Credit? Educational Credits? Senior Credits? We provide you with free tax preparation assistance that can help reduce your tax burden and get back money that can help you build savings and pay off debts.

 
 

 
 
 

Volunteer Income Tax Assistance (VITA)

Our VITA volunteers are working to process VITA applications. Please find the instructions below on how to have us complete your taxes. All taxes are prepared by an IRS certified tax preparer. 

Our program typically runs from early February until the federal tax deadline.

 
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How to Get Help for the 2024 Tax Year:

We offer two ways you can get your taxes done: Appointments can he held in-person at our Union Square office, or you can drop off your documents after an intake interview with our tax preparer and pick them up together with your completed returns later.

The program will accept appointments from February 08 through April 13 with the following schedule:

  • In-person appointments: Saturdays and Sundays 12:00pm-3:30pm

  • Drop-off your documents (with intake interview): Saturdays and Sundays 4:00pm-5:30pm

    • Pick up your completed return and documents: Mondays 5:00pm-8:30pm

Call us at 617-623-7370 x100 to schedule an appointment.

*We currently cannot assist taxpayers on a F, J, Q, or M visa

What you’ll bring to your appointment:

EVERYONE NEEDS to provide:

  • Valid Government Issued Photo ID

  • Social Security card or Individual Taxpayer ID Letter (ITIN) for you, your dependents and/or your spouse

  • Proof of health insurance (health insurance cards, 1099-HC, 1095-A, etc.) for taxpayer, spouse, and all dependents (Taxpayers who have received or expect to receive health insurance credits need to bring proof of ALL household income.)

IF YOU HAVE THESE, ALSO provide:

  • All W2 forms from all jobs for 2024

  • All 1099 forms – 1099G (unemployment), 1099R (pension payments), 1099INT (bank interest), 1099SSA (Social Security), etc.

  • Total child care expenses in 2024, and child care provider’s name, address, and Employer Identification Number (EIN) or SSN

  • All 1098T forms (tuition payments), receipts for materials and books and bursar statement

  • Total student loan interest paid (1098E)

  • A copy of last year’s tax return

  • Bank issued printed account and routing numbers for direct deposit of your tax refund

  • Proof of ANY deductible out of pocket expenses (annual BWSC, 1098E, charitable receipts, etc.)

  • If over 65, rent and landlords name and address OR water bill and property tax information.

  • Any mail from the Massachusetts Department of Revenue

  • Any mail from the IRS

Without all documents, we cannot complete your tax returns.

 

About Vita:

Volunteer Income Tax Assistance (VITA) offers free Federal & State tax return preparation for low income families in the Somerville area provided by trained volunteers. The program increases the capacity for low-income families to file returns, and improves the accuracy of the returns.