Volunteer Income Tax Assistance (VITA)

What is the Volunteer Income Tax Assistance (VITA) program?

VITA is a FREE tax preparation assistance and FREE filing program that helps working individuals, seniors and adults on a limited budget, and other members of our community.

What options are available to file my taxes?

We have 2 ways for you to get your tax return prepared for FREE:

  1. In-person tax preparation appointments.
  2. Contact us for a link to do your own taxes.

CALL US TO SCHEDULE YOUR APPOINTMENT

908-237-1689

Please click on the link button below to request VITA clients services.

VITA Frequently Asked Questions

We are looking to serve low to moderate income households. We want to ensure that Asset Limited, Income Constrained, Employed (ALICE) families and individuals avoid paying for tax preparation to ensure they keep their entire refunds.  

We prioritize servicing those who work and/or live in Hunterdon County.  

Instead of an income limit, we have a complexity limit as we do have tax situations that are out-of-scope for the VITA program (see "out-of-scope services" section, below).

We especially welcome seniors, adults, and disabled adults on a fixed-income, parents who qualify for the child credit, undocumented residents, residents with ITINs, and contract workers.

  • Once a client contacts us or is referred for assistance, a member of United Way of Hunterdon County will schedule an initial interview to understand the client's needs and potential to participate in the program.
  • If the client qualifies for free income tax preparation, the client will be matched with a volunteer income tax preparer.
  • The client and income tax preparer will work together to fill out and file their income tax return.

Intake packets are currently available at these locations:

United Way of Hunterdon County Volunteer Center
20 Fulper Rd, Flemington NJ 08822
Packets in clear tote at main doors by parking lot
English and Spanish packets available 24/7

 

United Way of Hunterdon County Walter Foran Office
4 Walter E. Foran Boulevard, Suite 401

 

Clinton Town Municipal Building
43 Leigh St, Clinton NJ 08822
Packets on porch by picnic table (facing Rt. 173/Old Rt 22) in clear tote.
English packets available 24/7

 

Lambertville Public Library
6 Lilly St, Lambertville, NJ 08530
Packets in clear tote by book drop in parking lot.
English and Spanish packets available 24/7

 

Riegel Ridge Community Center
910 Milford-Warren Glen Rd, Milford, NJ 08848
Tax Packets will be available in the upstairs lobby of the RRCC. 

They will be available to pick-up during RRCC open hours:

Monday-Friday:  5am to 9pm

Saturday:  8am to 5pm

Sunday:  8am to 2pm

 

North Branch Library, Clinton
65 Halstead St, Clinton, NJ 08809
Packets available at the Reference Desk

 

Readington Township Library

255 Main Street Whitehouse Station, NJ

At the train station on the bench under the porch. 

English and Spanish packets available 24/7

First, it's free. You get the full and personalized attention of an IRS trained volunteer to oversee your taxes, and you do not have to pay for federal and/or state filing fees. This program will save you at a minimum $300 of paid preparer fees, as well as the state and federal filing fees.

Second, our IRS trained volunteers are skilled in ensuring that our clients receive the tax incentives they are due, including but not limited to the child tax credit, Earned Income Tax Credit, and other credits that you may overlook. There is no difference in service between a paid preparer and our trained volunteers, many of whom have volunteered for this program year-over-year and find great satisfaction in helping members of our community keep more of their hard-earned income.

We receive grants and funding from the IRS to support residents in this program.

Yes. Our trained volunteers sign confidentiality agreements, and anyone working with your personal information has been cleared through a background check with government agencies.

We are unable to prepare taxes with (but not limited to):

  • Farm income
  • Businesses with a loss or costs of goods sold (i.e. inventory)
  • We cannot depreciate for a home office
  • Rental income (depreciation)
  • Minors with income over $2,200 of unearned income (e.g. unemployment income, sale of stocks/bonds, interest), due to Kiddie tax implications
  • 1098-T forms with lines 4 or 6 filled in

However, if you are comfortable self-preparing your tax return, we have 2 free online options for you to prepare your federal and state returns electronically.

Option 1: Visit www.myfreetaxes.com if your household income is less than $73,000 and you live in Hunterdon County.  

Option 2: Email taxes@uwhunterdon.org to request a link to TaxSlayer FSA, your household income must be less than $73,000.

Schedule your appointment  here or contact us at taxes@uwhunterdon.org or call us at 908-237-1689.