VITA (Volunteer Income Tax Assistance)

in

The Volunteer Income Tax Assistance (VITA) program offers free basic income tax preparation to low-to-moderate income individuals and families (who earn less than $54,000). The mission of the program is to help working families improve their finances and increase their self-sufficiency.

Volunteers are certified by the Internal Revenue Service to prepare and electronically file income tax forms. VITA volunteers are trained to assist clients in claiming special credits, such as the Earned Income Tax Credit (EITC).

Family Services is offering VITA appointments at two locations in Montgomery County:

  • Family Services' Pottstown Office, 1976 East High Street, Pottstown. Appointment times: Mondays and Tuesdays, 5-8 p.m. and Saturdays, 9 a.m.-1 p.m.

  • Family Services' Eagleville Office: 3125 Ridge Pike, Eagleville. Appointment times: Thursdays, 5-8 p.m.

Appointments are required. To schedule an appointment at the sites listed above, please call Family Services at 610-326-1610.

Individuals should bring the following documents to their VITA appointment:

  • Photo identification (driver’s license or state-issued identification card) for self and spouse

  • Social security cards for self, spouse and dependents

  • Birth dates for self, spouse and dependents

  • Wage and earning statement(s) (Form W-2, 1099, unemployment statements) from all employers for self and spouse

  • Health insurance statement (Forms 1095-A, 1095-B or 1095-C)

  • Interest and dividend statements from banks for self and spouse

  • Bank account and routing numbers for direct deposit

  • Other relevant information about income and expenses

  • Total paid for daycare, daycare provider’s address and tax identification number

  • Form 8332 or a copy of a divorce decree if you are a non-custodial parent claiming a child

  • A copy of last year’s federal and state tax returns (if available)

  • If filing jointly, both the filer and spouse must be present to sign the tax return.

For more information, contact Lupe Hernandez at 610-326-1610 ext. 322 or lhernandez@fsmontco.org. You can learn more about VITA at the IRS website.

Additional VITA volunteers are always needed.

Family Services is a member of the Montgomery County Asset Building Coalition (MCABC). Visit the MCABC website to learn more about the coalition and to find VITA preparation sites throughout Montgomery County.

Program Information
Service Location: 
Office-based
Service Location: 
Community-based
Geographic Region Served: 
Greater Norristown Area
Geographic Region Served: 
Greater Pottstown Area
Eligibility
Income: 
Low Income
Program Cost
Cost: 
Free

I Want To Help

I Need Help

Helpful Links