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The Volunteer Income Tax Assistance (VITA) program is an IRS and community-sponsored program designed to assist low to moderate income taxpayers with the preparation of their annual tax returns at no cost.

Am I eligible for tax services?

In order to participate in the VITA program, taxpayers must meet the following conditions:

  • Must have gross income of less than $60,000

  • Must have proof of identification, and social security or ITIN cards

What should I bring to my appointment?

In order to prepare your tax return, we will need the following items:

  •  Intake Form

  • Proof of Identification with photo: drivers license, state issued identification card or military ID for taxpayer and spouse, if filing a joint return

  • Social Security Card or Individual Tax Identification Number (ITIN): Cards are needed for the taxpayer, your spouse if filing a joint return, and any eligible dependents you are claiming on your tax return

  • All income documents you receive: This includes Form W-2s, 1099MISC’s, 1099R’s, 1099INT’s or any other income documentation you receive

  • All tax documents associated with any deductions or credits that you are electing to claim on your tax return. These include items such as property tax statements, medical expenses, mortgage interest statements, day care provider statements, student loan interest statements, tuition payment statements, and/or IRS issued statements.

  • NOTE: Due to time constraints, we are not able to sort or total receipts 

  • If you are married filing jointly and are electing to file your returns electronically, both the taxpayer and spouse must be available to sign the tax return. 

  • If a copy of last year’s tax return is available, please bring this also to aid in preparing the current year's return.

  • Account information for direct deposit of refund (Routing & Account Number)

  • Total paid to day care provider and their tax ID number

  • Birth dates for you, spouse and or dependents on the return

  • Proof of foreign status if applying for ITIN

  • Forms 1095-A, B or C (Affordable Health Care Statements)

Tax Preparation Hours By Appointment

Monday 10 am to 4 pm
Wednesday 10 am to 4 pm
Friday 10 am to 4 pm

To schedule your appointment:
Call (828) 438-6255 ext 1413

Running short on time???
Drop off service available.

Come by our offices weekdays from 10 until 4, fill out a short form and pick up your taxes later in the week. 
800 N. Green Street - Morganton, NC 


If you would like to file your taxes online for free, click one of the options below. 

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