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.

 
 

2021 Free Tax Preparation Sites

We are currently planning our locations and schedules, and will post that information once confirmed.  Please note we will have a new drop-off and return process to protect the public, our volunteers, and staff from COVID-19, so each tax return will have a turnaround time of seven days.  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

Tuesdays and Wednesdays

Times to be determined

Jan 26 - Mar 28

Bartow Church Service Center

495 E. Summerlin Street

Bartow, FL  33830

(863) 533-5822

Dates/times to be determined

Explorations V Children’s Museum

109 N. Kentucky Avenue

Lakeland, FL  33801

(863) 687-3869

Mondays, Tuesdays, Wednesdays, and Fridays

9:00 - 2:00

Jan 25 - Apr 9

Haines City Library

111 N. 6th Street

Haines City, FL  33844

(863) 425-1523

Fridays

Times to be determined

Jan 29 - Apr 2

Larry R. Jackson Library

1700 N. Florida Ave

Lakeland, FL  33805

(863) 425-1523

Thursdays

Times to be determined 

Jan 28 - Apr 1

Busy tax day at the Mulberry Community Service Center

Winter Haven Library

325 Avenue A NW

Winter Haven, FL  33881

(863) 425-1523

Mondays (except 2/15)

Times to be determined

Jan 25 - Mar 29

 

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 have designed a process to limit volunteer contact to only our staff members and other volunteers, with no in-person contact with taxpayers.  We provide the IRS training free of charge (most likely via ZOOM), 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:  In addition to 2020 tax returns, we can prepare tax returns for the previous three years (2019, 2018, and 2017).  

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