Tax Preparation | Personal Finance Ctr

Tax Preparation Services

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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Note: The filing deadline for tax returns and taxes owed has been extended to July 15, 2020. The IRS urges taxpayers who are due a refund to file as quickly as possible. We regret that we will be unable to re-open any of our free tax preparation sites this year to complete 2019 returns.

One Day Taxathon Locations

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

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

Tuesdays, Wednesdays

9:00 am - 2:00 pm

Jan 27 - Apr 10

Family Fundamentals

109 N. Kentucky Avenue

Lakeland, FL 33801

(863) 686-1221

Mondays

10:00 am - 3:00 pm

Feb 3 - Mar 30

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

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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 11:00 am - 3:00 pm

Thursdays 9:00 am - 2:00 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

Saturdays Mar 7, 14

10:00 am - 2:00 pm

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: We are not preparing previous years' returns at this time, but anticipate providing this service later this summer. We will post the most current preparation schedule here as soon as possible.

Tax Preparation Services

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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.

Note: The filing deadline for tax returns and taxes owed has been extended to July 15, 2020. The IRS urges taxpayers who are due a refund to file as quickly as possible. We regret that we will be unable to re-open any of our free tax preparation sites this year to complete 2019 returns.

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.

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.

Late Filers: We are not preparing previous years' returns at this time, but anticipate providing this service later this summer. We will post the most current preparation schedule here as soon as possible.