888-696-9211
United Way of Northern Chautauqua County
716-366-5424
Primary Services
Tax Preparation Assistance
Description
Provides free tax preparation to individuals and families with household income of $79,000 or less. Returns are prepared by IRS certified volunteers. Both in-person and drop-off virtual tax preparation are available.
Hours
January 25th - April 13th, 2024:
- In person appointments available Monday & Saturday, 10am-3pm (last appointment at 2pm); Thursday, 4pm-7pm (last appointment at 6pm), except February 5th, March 25th, & March 30th.
- Virtual drop-off appointments available Thursday, 4:30pm-7:30pm (last appointment at 6:30pm) & Saturday, 10:30am-3:30pm (last appointment at 2:30pm).
- In person appointments available Monday & Saturday, 10am-3pm (last appointment at 2pm); Thursday, 4pm-7pm (last appointment at 6pm), except February 5th, March 25th, & March 30th.
- Virtual drop-off appointments available Thursday, 4:30pm-7:30pm (last appointment at 6:30pm) & Saturday, 10:30am-3:30pm (last appointment at 2:30pm).
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. For married couples doing drop-off preparation, both spouses must be present to sign at pickup. 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. For married couples doing drop-off preparation, both spouses must be present to sign at pickup. 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.
Handicap Accessible?
No
Date of Official Change
Jan 18, 2024