Tax Preparation Services

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The Personal Finance Center coordinates 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 cash into savings.

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During the 2020 tax season, our tax sites prepared 929 returns with 723 resulting in refunds.  Ten percent (93) of our taxpayers deposited their refunds to savings accounts for total savings of $216,019.

 

2022 Volunteer Opportunities:
Are you interested in being a volunteer?  Please call Suzanne at (863) 425-1523, ext 101.  We need greeters and preparers for the 2022 tax season, and would love to have YOU!  We provide training free of charge, so you will be confident and competent in your ability to prepare simple tax returns.  We schedule training in December, and tax season is the last week of January through the first week of April.  We try to place you at the site of your choice, and most volunteers commit one day (about five hours) a week. 

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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!

 

2021 Volunteer Appreciation Luncheon:
This year our volunteers went above and beyond the call of duty providing free tax return preparation during the COVID pandemic.  On May 27, 2021, we celebrated their hard work at an Appreciation and Awards Luncheon at the Cessna Textron Center at Sun n Fun Aerospace Expo.  Thank you, volunteers!

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Tarrel Davis presents the awards for Most Returns Filed and Most Dollars Deposited to Savings Accounts to Exploration V Children's Museum.  Congratulations and thank you for great work!

 

2022 Free Tax Preparation Sites

We will operate eight free tax preparation sites (shown below) from January 24, 2022 through April 8, 2022; however, the Mulberry Community Service Center is available year round to help late filers.  For more information, call (863) 425-1523.

To prepare for your tax appointment, please check below for a
list of what documents to bring.

Mulberry Community Service Center

211 NW First Avenue

Mulberry, FL  33860

Wednesday, 10:00 - 3:30

Jan 26 - Apr 6, 2022

Walk-in site

Explorations V Children’s Museum

109 N. Kentucky Avenue

Lakeland, FL  33801

Tues, Wed, & Fri, 10:00 - 3:00

Jan 25 - Apr 8, 2022

By appointment only

(863) 687-3869

Haines City Library

111 N. 6th Street

Haines City, FL  33844

Fridays, 10:00 - 3:30

Jan 28 - Apr 8, 2022

Walk-in site

Larry Jackson Library

1700 N. Florida Avenue

Lakeland, FL  33805

Monday, 10:00 - 3:30

Jan 24 - Apr 4, 2022

Walk-in site

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Women's Resource Center

165 Avenue A NW
Winter Haven, FL  33884

Wed & Thurs, 10:00 - 3:00

Feb 2 - Apr 7, 2022

By appointment only

(863) 294-5318

Florida Southern College

Becker Business Building

969 Hollingsworth Road

Lakeland, FL 33801

Friday, 5:00 - 7:00

Saturday, 1:00 - 3:00

Jan 29 - Apr 2, 2022

Walk-in site

Salvation Army

(Assisted Self-Preparation Site)

2620 Kathleen Road

Lakeland, FL  33810

Mon - Thurs, 9:00 - 5:00

Jan 31 - Apr 7, 2022

By appointment only

(863) 853-2214

Bartow Church Service Center

495 E. Summerlin Street

Bartow, FL  33830

Mon &Tues,  9:00 - 2:30

Jan 24 - Apr 5, 2022

By appointment only

(863) 533-5822

Busy tax day at the Mulberry Community Service Center

One Day Tax-a-thon

 

United Way of Central Florida

5605 US-98

Lakeland, FL 33812

Date, times TBD

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United Way

of Central Florida

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 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

  • Amount received for first and second stimulus payments

 

Late Filers:  In addition to 2021 tax returns, we can prepare tax returns for the previous three years (2020, 2019, and 2018).  Please call (863) 425-1523, ext 101 for an appointment.  Please be sure to check above for a list of documents to bring.