888-696-9211
United Way of Northern Chautauqua County
716-366-5424
Primary Services
Tax Preparation Assistance
Description
Provides free in-person tax preparation to individuals with household income of $79,000 or less. Returns are prepared by IRS certified volunteers.
Hours
Appointments available February 7th - April 10th, 2024: Wednesday, 9am-2pm (last at 1pm), except March 13th, closed.
Eligibility
Individuals and families with household income of $79,000 or less.
Service Area: Chautauqua, Cattaraugus, & Erie Counties.
Service Area: Chautauqua, Cattaraugus, & Erie Counties.
Intake Process
Call 211 to schedule an appointment.
Must bring:
- Government-issued photo ID
- Social Security cards for ALL on the return including dependents
- All W2, state unemployment, 1099-NEC, 1099-MISC, 1099-C, 1099-INT, 1099-DIV, 1099-R, and 1099-SA Social Security statements
- 1095-A marketplace insurance
- HSA statement and expenses
- 1098-T, 1098-E, and college invoice documenting all expenses
- Letters from IRS including Identity protection PIN
- Small business/sole proprietor income and expenses, not including loss or depreciation
- Child Care statement with provider address, phone, and employer ID/SSN
- Brokerage statements (crypto currency trades are out of scope)
- Itemizing documents (property taxes, sales taxes paid, health expenses, charitable contributions)
- Any other income information including cash, goods received not as gifts, etc.
- Banking information (routing number and account number, not a debit card)
For married couples doing in-person preparation, both spouses must be present at the appointment. If this is not possible, the spouses may come to sign at different times, but both signatures are required for the filing to take place.
Must bring:
- Government-issued photo ID
- Social Security cards for ALL on the return including dependents
- All W2, state unemployment, 1099-NEC, 1099-MISC, 1099-C, 1099-INT, 1099-DIV, 1099-R, and 1099-SA Social Security statements
- 1095-A marketplace insurance
- HSA statement and expenses
- 1098-T, 1098-E, and college invoice documenting all expenses
- Letters from IRS including Identity protection PIN
- Small business/sole proprietor income and expenses, not including loss or depreciation
- Child Care statement with provider address, phone, and employer ID/SSN
- Brokerage statements (crypto currency trades are out of scope)
- Itemizing documents (property taxes, sales taxes paid, health expenses, charitable contributions)
- Any other income information including cash, goods received not as gifts, etc.
- Banking information (routing number and account number, not a debit card)
For married couples doing in-person preparation, both spouses must be present at the appointment. If this is not possible, the spouses may come to sign at different times, but both signatures are required for the filing to take place.
Program Fees
Free.
Date of Official Change
Jan 22, 2024