Richmond Home

Volunteer Income Tax Assistance

About the IRS Volunteer Income Tax Assistance Program

The IRS Volunteer Income Tax Assistance Program (VITA) offers free tax help to qualified individuals who need assistance preparing their tax returns. Our IRS-certified volunteers, including 31 University of Richmond students, may help with special credits, such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled. In addition to free tax return preparation assistance, most sites also offer free electronic filing (e-filing). Certified volunteers receive training to help prepare basic tax returns in communities across the country.

100% Virtual VITA

In partnership with the United Way of Greater Richmond and Petersburg we are offering 100% free online tax preparation from the comfort and security of your home. United Way's secure web portal will allow you to upload your tax information, speak to our IRS-certified tax preparers and get help filing your taxes online for free. You will have to upload photos of your ID, answer questions about your tax situation and upload your tax documents. This service requires that filers have access to the internet and a camera through a smart phone or tablet.

Here is How GetYourRefund Works

1. Go to GetYourRefund to opt in to the service.

2. Answer questions. We'll ask you to verify your identity as well as a series of questions about your finances.

3. Submit documents. Share all necessary documents (ID, W2s, 1099, etc.)

4. Phone review. We will review everything with you over the phone.

5. Get your refund. If you choose to file your taxes, our tax volunteers will help you e-file.

 

UR Downtown Drop-Off VITA Site

For individuals who do not have access to a computer, a secure internet connection or who are less comfortable in navigating our 100% online VITA portal, we are offering in-person drop-off services. An appointment is required to participate in this service. All appointments must be made through our URD VITA Appointment Scheduler or over the phone at (804) 955-4005.

Here's How VITA Drop-Off Works

1. Schedule an appointment here: URD VITA Appointment Scheduler

2. Phone Intake Interview. We'll give you a call before your appointment to ask questions about your tax situation. This will prepare us for your appointment.

3. Show up to appointment with Social Security Card, Photo ID, tax documents and wearing a mask. All appointments are located on the first floor of 626 E. Broad Street (intersection of 7th & Broad St.). To reduce the risk of exposure or spread of COVID-19, we are requiring everyone entering our building to wear a face mask that covers the nose and mouth. Please bring the following documents:

  • Social Security Card for yourself and anyone else on the tax return, including spouse and dependents
  • Government-Issued Photo ID 
  • Income tax documents (W2, 1099, etc.)
  • Other tax documents (1099-INT, SSA-1099, 1099-G, etc.)
  • If receiving health insurance from the market

4. Volunteers remotely prepare your return

5. Reviewing and filing your return. We will call to review your return with you. If you choose to file your taxes, our volunteers will e-file for you.

 

Am I Eligible?

The program is available to any taxpayer:

  • With a valid email address and phone number
  • With an income below $57,000
  • With a current SSN or ITIN
  • Please note that all customers are required to provide us with a valid government issued ID for each taxpayer, social security card/ITIN paperwork for all individuals listed on the tax return, and all tax documents

 

Limited In-Person VITA Sites

There are a limited number of in-person VITA sites in the Richmond region. Check United Way's website to get up-to-date information regarding in-person sites and their operating hours.

 

 Self-Preparation Resources

 You can also explore self-preparation options at United Way's website here: Self-Preparation Tax Return Resources

 

Contact Us

Questions? Please call (804) 955-4018 or e-mail urdvita@gmail.com.