Valet VITA In-Person Assistance
Review items to bring and out-of-scope topics BEFORE scheduling your VITA In-Person Assistance drop-off appointment.
Steps to use Valet VITA In-Person Assistance:
- You MUST have the following items in addition to your tax documents. If you do not have these documents, please wait to schedule your appointment until you have them:
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- Photo ID for self and spouse (if filing jointly)
- Social Security Cards, SSA-1099s or Individual Tax Identification Number for self and spouse (if filing jointly), as well as all dependents to be claimed on the tax return
- Last year’s tax return (if you itemized in 2019 or have a capital loss carryforward)
- Birthdates for everyone on your return
- Power of Attorney if filing on behalf of someone else (including spouse)
- *If your return is considered out-of-scope for our services, you may visit irs.gov for guidance in selecting a tax preparer or consider utilizing a DIY software.
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- Schedule a 20 minute drop-off appointment online:
- Click here to schedule your appointment.
- If you need assistance, contact us.
- Click here to schedule your appointment.
- Complete intake forms:
- Complete intake forms prior to your appointment if possible. VITA intake forms are available inside the first foyer entrance to the retail store or you can find them here.
- Attend your drop-off appointment:
- Bring all of your tax documents and required identity items to your drop-off appointment.
- An IRS-Certified volunteer will prepare your return virtually and call/e-email you with any questions.
- Schedule a review appointment:
- We will contact you when your return is ready to schedule a review appointment, typically within 5-7 business days after your drop-off appointment.
- Attend the review appointment:
- Receive a copy of your return and sign the consent to e-file.