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:
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Savings account information including routing number and account number for direct deposit of refund
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Identification (driver’s license, photo ID, passport)
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If Married Filing Jointly, both spouses must be present with photo IDs
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Social Security cards or ITIN (individual taxpayer identification number) for everyone listed on the return
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Birthdates for you, your spouse, and dependents on the return
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Wage and earning statements (W-2, W-2G, 1099R, 1099 Misc, Social Security summary)
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Interest and Dividend Statements (1099-Int, 1099-Div)
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Forms 1095-A, B, and C Health Coverage Statements or Health Insurance Exemption Certificate
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Total paid for daycare and the provider’s tax identifying number
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Any other tax form such as an IRS PIN number
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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!
