Please call: 843-321-9071 or email:
virtualvitalc@gmail.com
HELPFUL RESOURCES
(Available in English and Spanish)
Volunteer Income Tax Assistance (VITA) Free Tax Preparation
Starting January 17, 2025, you can schedule an online appointment for tax preparation at our VITA locations. All sites will officially open during the first week of February. This year, VITA services will be available across Bamberg, Barnwell, Beaufort, Colleton, and Jasper counties, offering you convenient access to professional assistance.
The Volunteer Income Tax Assistance (VITA) program, powered by United Way of the Lowcountry in partnership with the Beaufort County Human Services Alliance and 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 $67,000 annually
- Non-English speaking taxpayers
- Individuals with disabilities
- Seniors aged 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.
2025 VITA Tax Preparations Sites
You’ll find Volunteer Income Tax Assistance (VITA) sites in: (Coming Soon!)
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 (2022 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 2023, including spouses
- Form 1095-A, if applicable
- Form 1098 – Mortgage interest, property taxes
- Form 1099 – DIV, G, INT, MISC, Q, R, RRB, SSA for 2023
- Voided check and savings account number for direct deposit of your refund (Optional, but it gets your cash to you fast)
- 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 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.
Click the image above to download an IRS flyer on what tax forms to bring along in English/Spanish.
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.
