FREE TAX PREPARATION

United Way of St. Johns County has partnered with the Internal Revenue Service (IRS) to provide free, confidential, and secure tax preparation by certified tax preparers to eligible individuals.

Tax season doesn’t have to be complicated. United Way of St. Johns County offers this service at locations throughout Putnam and St. Johns Counties through the Volunteer Income Tax Assistance (VITA) Program. 

Eligible Individuals:

  • Individuals earning roughly $67,000 or below
  • Persons with disabilities
  • Limited English-speaking taxpayers

We are proud to provide FREE tax preparation in St. Johns and Putnam Counties. Tax preparation appointments will begin on February 1, 2025. 

File Taxes Yourself – If you feel comfortable preparing your own tax return, myfreetaxes.com is available 24/7 for self-filing at no cost. Phone, email and chat support is available to answer any questions you might have during your filing process.

If you are concerned about the status of your refund, please visit IRS: Where’s My Refund.

Taxes Filed For You – Face-to-face tax preparation are offered at various locations in Putnam & St. Johns County. Please scroll down for our locations!

To book your free tax prep appointment, click here!  

If you need to cancel OR reschedule your appointment time, please email freetaxprep@unitedway-sjc.org

Free Tax Prep Phone Number: 904-222-6609

IMPORTANT DOCUMENTS:

PLEASE BRING THE FOLLOWING DOCUMENTS WITH YOU TO HAVE YOUR TAXES PREPARED.

REQUIRED:

  • A valid, official photo identification (you and your spouse, if filing jointly)
  • One of the following for you, your spouse and any other persons listed on your return:
    • Social Security Number (SSN) card or letter

    • Adoption Taxpayer Identification Number (ATIN) card or letter

    • Individual Taxpayer Identification Number (ITIN) card or letter

  • Previous year’s tax return

  • All W-2s for current tax year

  • Joint returns require both filers to be present to sign the return

  • Voided check or account number card to direct deposit your refund (This is optional, but allows you to get your refund fast)

    *INTERVIEW/INTAKE SHEETclick to download
    Please fill out the intake sheet and have it ready along with the required documents prior to your visit. You may arrive 15 minutes early to your scheduled appointment to fill out the Intake form prior to your appointment.

    DIRECT DEPOSIT INFORMATION – Using direct deposit is the safest and fastest way to receive your tax refund and economic impact payments. You will need an account number and a routing number from a bank or a credit union to set up a direct deposit.You may also go to the IRS Website for more information about your refund and direct deposit.

  • If married, filing jointly, BOTH parties must be present.

IF APPLICABLE:

  • Form 1099-DIV, G, INT, Q, R, RRB, SSA for the current tax year

  • If you have child care or dependent care expenses, please bring the name, address, and tax ID or SSN/ITIN of the care provider

  • Form 1098-T or 1098-E for educational expenses

  • Form 1095 Affordable Care Act

FREE TAX PREP LOCATIONS:

ST. AUGUSTINE & PALATKA LOCATIONS:

St. Johns County Health and Human Services

Address: 200 San Sebastian Vw, Saint Augustine, FL 32084 

Vystar Credit Union – St. Augustine

Address: 165 State Rd. 312 W, St Augustine, FL 32086

United Way of St. Johns County

Address: 117 Bridge St, Saint Augustine, FL 32084

St. Johns River State College – St. Augustine

Address: 2990 College Dr, Saint Augustine, FL 32084

Building V

CLICK HERE FOR A MAP OF SJRSC ST. AUGUSTINE CAMPUS.

St. Johns River State College – Palatka

Address: 5001 St. Johns Ave. Palatka, FL 32177

Building T
Room T-105

CLICK HERE FOR A MAP OF SJRSC PALATKA CAMPUS.

Putnam County Locations:

CALL 904-614-6688 TO SCHEDULE AN APPOINTMENT AT THE FOLLOWING LOCATIONS:

VOLUNTEER WITH VITA

You can put the “volunteer” in Volunteer Income Tax Assistance! VITA is an IRS program that utilizes certified volunteers to help provide free and accurate tax preparation services to low- to moderate-income taxpayers. These services are provided at a variety of public locations such as libraries, schools, and neighborhood centers in certain high-need areas. VITA has been instrumental in helping ALICE (Asset Limited, Income Constrained, Employed) households receive thousands of dollars in additional refunds.

Click here to become a VITA Volunteer or contact Patty Isola at patty.isola@unitedway-sjc.org.