TAX PREPARATION/FILING PROGRAMS... DO YOU QUALIFY?

Qualifying for one of our two tax filing options is quick and easy.

The first option includes our volunteer-supported tax preparation program. With our volunteer-supported tax preparation, we actually prepare and electronically file the return for you. There is never a charge for any of our volunteer-supported services.

The second option is a self-file option through H & R Block / United Way with a program called MyFreeTaxes. This option is free as long as you meet the income qualifications.

All options provide for free e-filing of your federal and state returns. These two processes are described in more detail below.

VOLUNTEER-SUPPORTED ONSITE TAX PREPARATION PROGRAM

We prepare the tax return based on information you provide. Our volunteer sites will begin opening on January 22 2024.

We recruit and train volunteers to prepare tax returns under the guidance of the IRS and our experienced Site Coordinators and Staff. Every one of our volunteers and staff has had to participate in the IRS training and certification program expressly designed for this program. We pride ourselves on delivering services that are Fast, Free and Life-Changing!

In order to qualify, your household income should be $66,000 or less. We offer tax preparation services year-round by appointment. Our regular tax filing season runs January through April and the off-season runs May 15th to November 15th.

We are also able to assist with opening a direct deposit account for your tax refunds and provide you with information regarding additional financial education and empowerment services.

In order for us to assist you with preparing your returns, you will need to provide a picture ID for yourself and your spouse (if filing a joint return) and social security cards for all individuals (Yourself, Spouse and Dependents) included on the tax return.

Please view our tax preparation Locations to find a location and hours of operation for all tax services. In any case, we are available year-round to answer questions and assist with your tax filing issues

ONLINE SELF-FILING TAX FILING PROGRAM

H & R Block & United Way Worldwide's MyFreeTaxes

For 2020, there is no income limit to use the MyFreeTaxes Software. However, there are some limitations in terms of the types of returns it can prepare. Please check the link to ensure you qualify for the free program. MyFreeTaxes provides a self-guided approach and is easy to use.

If you meet their eligibility requirements, this tax service will help you e-file your federal and state returns at no cost to you. The program is very effective at helping you secure the best refund for you and your family. If you can shop online, and have a basic return we encourage you to try one of these options before coming to one of our VITA sites. It easy, effective and will save you time.

Before you get started, be sure you have a current email address so the tax software companies can notify you whether your tax return has been e-filed and accepted by both the IRS and any state(s) in which you may file.

My Free Taxes Program

Developed by TaxSlayer and United Way Worldwide, My Free Taxes is safe, secure and free. It also uses an interview process to guide you through the income tax filing process. This year, there are no income or form limitations to use the MyFreeTaxes program! Click on the button below to begin the process.

You should know that you can e-file your return with every assurance that your information is safe and not accessible to anyone else, including us!

If you have questions as you are using the website please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

ADDITIONAL INFORMATION

For questions call 502-574-5687

Privacy Policy

Your privacy is important to us. To better protect your privacy, we provide this notice explaining our online information practices. Our privacy policy is simple: we collect no information about you unless you choose to provide that information to us. In addition, we do not give, share, sell, or transfer any personal information about you to any third parties. To prevent unauthorized access, maintain accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure any information that we collect.

If you have questions about our privacy practices, you can contact us by email at This email address is being protected from spambots. You need JavaScript enabled to view it., or by mail at 701 W. Ormsby Avenue, Suite 201, Louisville, KY 40203.