Clients of VITA Tax Assistance Program

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VITA provides free income tax assistance to taxpayers with income $54,000 or less for 2017.  Located at 601 E. 5th Street in downtown Charlotte, the site is operated by appointments during the week and walk-in clients only on Saturdays.  This site also can prepare prior year returns (3 years only) and amendments to returns we have prepared.  Site hours are:

Mondays         5:30pm - 8:30pm

Wednesdays    5:30pm - 8:30pm

Saturdays      10am - 2pm (Walk-ins only)

What to Bring to Your Appointment:
Picture ID for both taxpayer and spouse, if married filing joint return.
Married filing Joint Return: both individuals must be present to complete the return
Social Security cards /or ITIN cards for taxpayer, spouse and dependents listed on the return
All income statements: W-2, and 1099, 1099-R, S.S Benefits Statement and other sources
Identification number for child care provider
1098 –T tuition statement for college and technical school students 
Account and routing numbers of your financial institution (for direct deposit of any refund)
Forms 1095-A, B or C, Affordable Health Care Statements
Additional helpful item: A copy of last year return

Location: 601 E. 5th Street, Charlotte, NC 28202

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