FREE TAX PREP FOR:
Individuals and families earning less than $75,000 annually, including:
- Non-English-speaking
taxpayers, or - Individuals with disabilities, or
- Seniors age 60 and older
Snacks and drinks proudly donated by Palmetto State Bank
“Those of us at Palmetto State Bank appreciate your service as dedicated VITA volunteers. Thank you for what you do! It makes a profound difference.”
QUESTIONS?
Please call: 843-321-9071 or email vitalowcountrysc@gmail.com
ONLINE TAX PREP OPTIONS
Virtual Assistance:
Email virtualvitalc@gmail.com
Do It Yourself:
Visit www.myfreetaxes.com
HELPFUL RESOURCES
(Available in English and Spanish)
Volunteer Income Tax Assistance (VITA) Free Tax Preparation
We are offering a limited summer tax prep schedule, by appointment only! Appointments are open now. See the flyer below for times, dates, and locations.
To make an appointment in Beaufort, click here.
To make an appointment in Bluffton, click here.
VITA Volunteers Needed
The key factor for VITA’s success is its volunteers. United Way provides free training, and all VITA sites are staffed with IRS Certified VITA Volunteers to prepare tax returns in the program.
We need the support of the community in spreading the word of this free tax preparation service. In addition to traditional face-to-face tax preparation, Lowcountry residents have the option of filing a simple return through MyFreeTaxes, a secure and free site.
Click HERE for more information.
Please click HERE if you are interested in becoming a VITA volunteer.
The Volunteer Income Tax Assistance (VITA) program, powered by United Way of the Lowcountry in partnership with the Internal Revenue Service (IRS), delivers FREE, confidential, and secure tax preparation and e-filing services for qualifying taxpayers.
Our team of dedicated local volunteers specializes in assisting individuals and families earning less than $75,000 annually, including non-English-speaking taxpayers, individuals with disabilities, and seniors age 60 and older.
Interpreter services are available upon request to ensure everyone gets the support they need.
Start your tax season stress-free with United Way of the Lowcountry’s trusted VITA program! Visit our website to book your appointment today.
Please print and fill out F13614-C Intake/Interview and Quality Review form below (or pick up a hard copy form in advance at the site) PRIOR to coming to your appointment.
Click here for the English F13614
Click here for the Spanish F13614
What to Bring to Your Appointment
Please bring the following items to the VITA site to make it easier to prepare your return:
- Last year’s Federal Income Tax Return (2024 income tax returns)
- Social Security Cards for you, your spouse (if married), and all dependents
- Correct birth dates for all names that appear on the return
- All W-2’s for 2025, including spouses
- Form 1095-A, if applicable
- Form 1098 – Mortgage interest, property taxes
- Form 1099 – DIV, G, INT, MISC, Q, R, RRB, SSA for 2025
- Banking Information (Voided check, savings account and routing number or form from your bank) for direct deposit refunds. The IRS is phasing out refund by paper check.
- A Photo ID card (driver’s license, etc.), including spouse’s if married and filing joint returns
- For Dependent Care Credit, bring care provider’s name, address, SSN/EIN, and amount you paid
For Education Credit, bring 1098T or 1098E and amount paid for qualified expenses- For Premium Tax Credit, bring 1095-A (Health Marketplace Statement)
- If you received overtime pay bring in your final paystub of 2025, and form or letter from your employer
If married and filing a joint return, both spouses must come to the VITA site.
VITA volunteers will NOT prepare Schedule D (Complex), Schedule E, Employee Business Expenses, Moving Expenses, Nondeductible IRA.
Click HERE or on the image on the right to download an IRS fact sheet (English/Spanish) on what tax forms VITA will and will not prepare as well as what documents to bring with you.