Free Tax PREP

FREE TAX PREP SEASON HAS CLOSED FOR 2024.


CALL 904-222-6609 WITH ANY QUESTIONS!

United Way of St. Johns County’s RealSense program has partnered with the Internal Revenue Service (IRS) to provide free, confidential, and secure tax preparation by certified tax preparers. To qualify, taxpayer’s household income must have been $79,000 or less in 2023.

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. If you would like to become a VITA Volunteer please click here or email freetaxprep@unitedway-sjc.org.

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.

Filed For You – Face-to-face tax preparation are offered at various locations in Putnam & St. Johns County. Please scroll down for our 2024 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

2024 FREE TAX PREP LOCATIONS:

FREE TAX PREP SEASON HAS CLOSED FOR 2024.

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