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Virtual VITA Service

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Virtual VITA is a platform designed to prioritize the client's time without compromising the human aspect that taxpayers have come to expect from VITA.

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Which Documents Will You Need To Gather?

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• Valid driver’s license or photo identification (self & spouse’s, if applicable)

• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and your dependents

• Birth dates for you, spouse, and/or dependents on the return

• All forms W-2, 1099 and information for other income received

• A copy of last year’s tax return and information for all deductions/credits

• Daycare payment records and daycare providers Tax ID number

• Checking and Savings Account and Routing number(s)

• If filing jointly, both spouses must be present and sign the return

• Health insurance coverage information for all members of the household (if applicable)

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Your information will need to be collected online at GetYourRefund.org. So, please, have all the relevant documents along with identity verification documents for every person included in your tax return in digital format. Once your Intake form and documents are received we will give contact you in order for our tax preparer to be able to:

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1. Verify your Identity

2. Ask any relevant questions that will allow us to complete your tax return

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Please, ensure that you provide a working number for us to contact you. We will not be able to complete your tax return until we have direct communication with you. Once we have received all the required information we will complete the return and securely forward the completed return to you for review and authorization to file.

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Before Scheduling Your Virtual VITA Service, make sure to:

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1. Have a good contact number for us to be able to reach you 

2. Have identity documents (ID and social security cards) available in digital format for every person included in the Tax Return 

3. Have all relevant documents available in digital format

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Virtual VITA Snapshot