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.

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2021 Free Tax Preparation Sites

Our primary concern is to protect the public, our volunteers, and staff from COVID-19 while continuing to provide free tax preparation services to the public.  Locations with drop off hours will accept your tax information  (no appointment necessary for drop off), and schedule an appointment for you to pick up your completed  return within seven days at the same location.  Locations with same day turnaround will require an appointment for tax preparation.  Please be sure to check below for a list of what documents to bring.

Mulberry Community Service Center

211 NW First Avenue    (formerly JK's Cafe)

Mulberry, FL  33860

(863) 425-1523

Drop off:  Wednesdays, 10:00 - 12:00

Feb 3 - Apr 7

First 15 taxpayers will be served each Wednesday

Explorations V Children’s Museum

109 N. Kentucky Avenue

Lakeland, FL  33801

(863) 687-3869

Tuesdays, Wednesdays, and Fridays

By appointment only

Jan 26 - Apr 9

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Haines City Library

111 N. 6th Street

Haines City, FL  33844

(863) 425-1523

Drop Off:  Fridays, 10:00 - 12:00

Feb 19 - Apr 2

First 15 taxpayers will be served each Friday

Busy tax day at the Mulberry Community Service Center

Simpson Park Community Center

1725 Martin L King Jr. Avenue

Lakeland, FL  33805

(863) 425-1523

Drop off:  Mondays, 10:00 - 12:00

Feb 1  - Apr 5

First 15 taxpayers will be served each Monday

 

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:

    • At Drop-Off locations:  Both spouses must be present to drop off the tax information and to pick up and efile the tax return.  At drop off, both must bring photo IDs, and all Social Security cards or ITIN (individual taxpayer identification number) for everyone listed on the return.

    • Exploration V location:  Both spouses must be present with photo IDs and 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.

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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).