Free Tax Preparation for Palmetto Bluff Club and Montage Palmetto Bluff  Employees

Tax preparation time reservations will open in December. Please check back for scheduling updates.

United Way of the Lowcountry’s VITA team is finalizing appointment schedules now. Bookmark this page and return in December to reserve your preferred session.

United Way of the Lowcountry is proud to partner with Palmetto Bluff Club and Montage Palmetto Bluff to bring FREE, confidential tax preparation to all eligible employees of both organizations through our Volunteer Income Tax Assistance (VITA) program.

Certified, IRS-trained volunteers – including Palmetto Bluff residents – will help you prepare and e-file your tax returns safely and accurately, making sure you receive the refunds and credits you’ve earned.

What Is VITA?

VITA (Volunteer Income Tax Assistance) is an IRS-sponsored program offering free tax help to individuals and families with moderate incomes.

Through this partnership, all eligible employees can get trusted, professional-quality tax preparation at no cost.

2026 Palmetto Bluff VITA Tax Prep Sites & Dates

Palmetto Bluff Club
15 Buckhead Bay Road, Unit 1509, Bluffton, SC 29910

  • February 4
  • February 11
  • February 18
  • February 23

River House
1 Village Park Square, Bluffton, SC 29910

  • March 4 – Ribaut Room
  • March 11 – Oak Ballroom
  • March 18 – Reily Room

Montage Palmetto Bluff Inn
477 Mt. Pelia Road, Bluffton, SC 29910

  • March 25 – Herbert Room

How to Register

Registration opens in December. Please check back to reserve your appointment.

Space is limited and advance registration is required. Once the scheduling link is open, you will be able to reserve your time slot on this page.

What to Bring to Your Appointment

Please remember to bring:

  • A photo ID for you (and your spouse, if filing jointly)
  • Social Security cards (or ITIN documentation) for all household members
  • All relevant tax documents (W-2s, 1099s, 1098s, etc.)
  • Any documents related to education, childcare, or other tax credits

Why Use VITA?

  • It’s free. No hidden fees.
  • It’s accurate. Prepared by certified IRS-trained volunteers.
  • It’s convenient. Multiple locations right at Palmetto Bluff.
  • It’s supportive. Together, we’re helping the people who make Palmetto Bluff shine move toward financial mobility and self-sufficiency.

Need More Information?

Click HERE to learn more about our VITA program and other tax sites across Beaufort and Jasper Counties.