Building the financial skills and knowledge that lead to economic stability.
VITA (Volunteer Income Tax Assistance)
MOC’s Volunteer Income Tax Assistance (VITA) program is a national, IRS sponsored program in which IRS certified volunteers prepare and process tax returns for free for individuals and families whose income falls within the program guidelines. The returns are e-filed for quick refunds. Volunteer tax preparers are trained to find tax credits for which many low- to moderate-income families are eligible such as the Earned Income Credit, the Child Care Credit, the Education Credit, and the Circuit Breaker Credit for senior tax payers.
IMPORTANT INFO: VITA 2021 Tax Season Appointments
The Volunteer Income Tax Assistance (VITA) program once again offers free tax return preparation for those earning less than $57,000 a year. All appointments will be virtual only. Taxpayers must request an appointment by completing our VITA Registration Form and uploading all required documents. Appointments will be scheduled only after we review your documents. You must have the ability to conduct a Zoom video conference call on a computer or a smart phone.
• This appointment is only for a single taxpayer, a head of household, or married couples.
• Unmarried couples must make 2 separate appointments.
• Both spouses must be present, unless one is disabled and cannot come.
• Income cannot exceed $57,000.
• If taxpayer’s only income is from social security and they were under 65 years at the end of 2016, they owe no tax, do not have to file and no appointment is needed. If taxpayer is 65 or older, make an appointment for the state circuit breaker credit.
BEFORE COMPLETING THE REGISTRATION FORM, PLEASE HAVE THE FOLLOWING DOCUMENTS READY TO UPLOAD.
**Appointments will NOT be made until all documents are provided to MOC.**
Completed MOC Intake Form (download here)
Completed IRS Questionnaire (download here - please note, you will have to download the form to a local drive, re-open from your drive, complete the form, and then save it to upload to us)
Government issued IDs for all taxpayers
Social security cards (or ITINS) for Taxpayer(s) and dependents.
All W-2s, 1099s, 1098s, & 1095s.
Health insurance cards for all people in the household.
If self-employed, you must provide a statement of income and expenses.
Bank routing number and account number - a blank check is fine.
65 or older: if a homeowner, provide what you paid in real estate taxes and water/sewage bills. If a renter, provide what you paid in rent.
This year, the earliest that the IRS can release any refunds due to Earned Income Credits or Additional Child Tax Credits will be in the first week of March. To track the progress of your refund, go to Where’s My Refund?
PLEASE NOTE: We cannot assist taxpayers who have received notices from any tax authority. For IRS matters, the taxpayer should call 800-829-1040. For Massachusetts tax matters, the taxpayer should call 800-392-6089.
MOC’s Financial Education classes and workshops are offered for free in the community as well as through MOC programs. The classes are provided in four to six weekly sessions of two hours each, while the workshops consist of one two hour session. Lessons include: creating a savings plan; budgeting, credit reporting and credit repair; financial goal setting; and avoiding delinquency and foreclosure.
VITA 2021 TAX SEASON APPOINTMENTS ARE FULL.
Please note, we are no longer accepting appointments at this time and cannot confirm if we will have any new appointments for the remainder of the tax season. Alternative tax preparation sites made be found at getyourrefund.org.