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]