Schedule a Virtual VITA Appointment

You scheduled an appointment, but you're not done yet! What's next?

​

Step 1: Complete the questionnaire to determine whether we can prepare your taxes

​

Step 2: Schedule an appointment online

​

Step 3: Upload your documents at Get Your Refund

​

Step 4: At your appointment, a volunteer will call you to get more information about taxes

​

Step 5: Wait for your return to be prepared. The volunteer will contact you if they have any questions

​

Step 6: Your return will be reviewed for quality by program staff

​

Step 7: Program staff will call you to go over the details of your return and collect your signature​

​

Step 2: Uploading documents to Get Your Refund

YOU MUST COMPLETE THIS STEP PRIOR TO YOUR APPOINTMENT!

Make sure you have all your tax documents gathered before you begin. [any other instructions we decide to add]