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Volunteer Income
Tax Assistance

Free tax preparation assistance for individuals and families earning $60,000 or less. 

Did you know you could file your taxes FOR FREE if you made less than $79,000 last year?

VITA – Volunteer Income Tax Assistance Program

VITA sites offer free tax help to people who need assistance preparing their own tax returns, including:

  • Low to Moderate Income Families
  • Persons with disabilities; and
  • Limited English-speaking taxpayers

Current year and prior year tax return preparation is available at all sites

For Taxpayers:

Where do I go to get my taxes done?

We are open on Saturdays from 9am to 2pm. We are located at The Ada Jenkins Center 212 Gamble St. Davidson, NC 28036.

Additional Sites:

  • North Mecklenburg Regional Library – appointments and walk-ins available Saturdays from 10am – 3pm
  • First Baptist Church of Cornelius – Thursdays from 5-7pm

To secure your spot please make an appointment through one of the links below:

There will be Limited Walk-in availability at all sites through April 13, 2024 will be served on a first-come, first-serve basis.


All taxpayers should bring:

  1. Required – Photo ID for taxpayer(s) – driver’s license, State ID card or passport
  2. Required – Social Security Card (or Form SSA-1099 – social security statement) for taxpayer(s) and dependents
  3. Last years’ tax return
  4. Voided blank check (or access to online banking information) for direct deposit of any tax refund

Please bring any applicable 2023 tax documents:

  • Income documents – W-2, SSA-1099 (social security statement), 1099-R, 1099-G,1099-NEC, 1099-Misc, 1099-K, 1099-C, etc.
  • 1098-T for your college student
  • 1095-A (Marketplace medical insurance)
  • Statement from childcare provider, including provider’s SSN or EIN
  • Any other tax document that you believe is important to file your tax return

If you anticipate itemizing your deductions, then please bring:

  • Medical expense documentation
  • Form 1098 (mortgage interest)
  • State and local tax, including property tax, documentation
  • Charitable giving documentation- goods and case

If you are self-employed, please bring all income and expenses records, and details of miles driven for business. For Uber/Lyft/DoorDash, etc. drivers, please bring your statement of account from the company.

To expedite the process: please print, complete, and bring this form with you: IRS Intake Form 13614-C


Please note:  Some situations are outside the program parameters, which will prevent us from preparing your return, including:

  • Rental income or sale of investment property.
  • If you moved from another state to North Carolina or South Carolina during 2023, we may not be able to complete the other state’s tax return.
  • If you sold, exchanged, or otherwise disposed of a digital asset (e.g. bitcoin), we are unable to prepare the return.
  • If you are eligible for Electric Vehicle or Solar Tax Credits, we are unable to prepare your return
  • If you are in bankruptcy, we are unable to prepare the return.


For further information please text 704-765-6195 or email