Tax Preparation Services

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The Personal Finance Center participates in the Volunteer Income Tax Assistance (VITA) program provided in partnership with United Way of Central Florida.  Our team of IRS-certified volunteers prepares tax returns at no cost for clients with household incomes of $66,000 or less.  We e-file most returns, so if you are due a refund and choose direct deposit, you should receive your refund within a couple of weeks.

More than that, we are passionate about the financial stability of our clients.  Building a savings account to help with emergencies is key to becoming financially stable.  Our tax experts can help you split your refund to put some cash into savings.

We will be providing free tax preparation from January 27 - April 11, 2020 at twelve sites across Polk County.  A list of locations and hours is below. 

 
 

Crystal Lake Elementary

700 Galvin Drive

Lakeland, FL  33801

(863) 232-9029

Saturday, February 22

9:00 am - 3:00 pm

Hardee Habitat for Humanity

502 Main Street

Bowling Green, FL  33834

(863) 375-2160

Saturday, February 29

9:00 am - 3:00 pm

2020 Free Tax Preparation Sites

All sites are by appointment only at  uwcf.org/money, or call the phone number shown below the preferred site.  Also, be sure to check below for a list of what to bring to your appointment.

Mulberry Community Service Center

1392 N. Church Ave

Mulberry, FL  33860

(863) 425-1523

Wednesdays 10:00 am - 3:00 pm

Thursdays 10:00 am - 3:00 pm

Jan 29 - Apr 9

Bartow Church Service Center

495 E. Summerlin Street

Bartow, FL  33830

(863) 533-5822

Mondays - Thursdays

10:00 am - 2:00 pm

Feb 3 - Apr 9

(except Monday Feb 17)

Explorations V Children’s Museum

109 N. Kentucky Avenue

Lakeland, FL  33801

(863) 687-3869

Mondays, Tuesdays, Wednesdays

9:00 am - 3:00 pm

Fridays 9:00 am - 1:00 pm

Jan 27 - Apr 10

Family Fundamentals

109 N. Kentucky Avenue

Lakeland, FL  33801

(863) 686-1221

Alternate Mondays

10:00 am - 3:00 pm

Feb 3, 17; Mar 2, 16, 30; Apr 13

Fort Meade Public Library

75 E. Broadway Street

Fort Meade, FL  33841

(863) 285-8287

Alternate Mondays

10:00 am - 3:00 pm 

Jan 27; Feb 10, 24; Mar 9, 23; Apr 6

Haines City Library

111 N. 6th Street

Haines City, FL  33844

(863) 425-1523

Fridays  (except 3/6 and 3/13)

10:30 am - 3:00 pm

Jan 31 - Apr 10

Larry R. Jackson Library

1700 N. Florida Ave

Lakeland, FL  33805

(863) 425-1523

Thursdays 3:00 pm - 7:00 pm 

Jan 30 - Apr 9

First and third Saturdays

12:00 pm - 4:pm

Feb 1, 15; Mar 7, 21; Apr 4

Busy tax day at the Mulberry Community Service Center

One More Child

1015 Sikes Blvd

Lakeland, FL  33802

(863) 577-4648

Tuesdays and Thursdays

11:00 am - 3:00 pm

Feb 4 - Apr 2

Women’s Resource Center

165 Avenue A

Winter Haven, FL  33881

(863) 299-6626

Tuesdays and Thursdays

9:30 am - 3:00 pm

Jan 28 - Apr 9

Winter Haven Library

325 Avenue A NW

Winter Haven, FL  33881

(863) 425-1523

Alternate Wednesdays

10:00 am - 3:00 pm

Feb 5, 19; Mar 4, 18; Apr 1

Alternate Saturdays

10:00 am - 2:00 pm

Feb 8, 22; Mar 7, 21; Apr 4

 

What to Bring to Your Tax Appointment:

  • Savings account information including routing number and account number for direct deposit of refund

  • Identification (driver’s license, photo ID, passport)

  • If Married Filing Jointly, both spouses must be present with photo IDs

  • Social Security cards or ITIN (individual taxpayer identification number) for everyone listed on the return

  • Birthdates for you, your spouse, and dependents on the return

  • Wage and earning statements (W-2, W-2G, 1099R, 1099 Misc, Social Security summary)

  • Interest and Dividend Statements (1099-Int, 1099-Div)

  • Forms 1095-A, B, and C Health Coverage Statements or Health Insurance Exemption Certificate

  • Total paid for daycare and the provider’s tax identifying number

  • Any other tax form such as an IRS PIN number

  • Last year’s tax return, if possible

Volunteer Opportunities:

Are you interested in being a volunteer?  We need greeters and preparers, and would love to have YOU!  We provide the IRS training free of charge, so you will be confident and competent.  To find out more about volunteering, please contact us.

The PFC staff and volunteers celebrate Alice Childs (left), honored as the "2019 Volunteer of the Year."  Alice is a five-year volunteer, and our clientele love working with her year after year.  Thank you, Alice!

 

Late Filers:  Are you behind filing your taxes?  We prepare previous years' returns throughout the year.  If you need a tax return prepared for 2016, 2017, or 2018, please contact us for an appointment.  We will get you caught up and ready for next tax season.

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