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:
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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 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!