Free Assistance for Tax Form Preparation

Free Assistance for Tax Form Preparation

Free tax preparation assistance is available to anyone who makes $56,000 or less through STEP’s Volunteer Income Tax Assistance (VITA) at its Stuart and Rocky Mount offices through early-April.  

Sessions will be held from 3:45-6 p.m. on Mondays and Thursdays at STEP in Rocky Mount, January 27-April 9.  To schedule an appointment, call STEP’s front desk in Rocky Mount, 540-483-5142.   No drop-ins, please!

In Stuart, assistance will be available from trained volunteers by appointment only on Tuesdays and Wednesdays, January 21 through April 8, from 11 a.m.-4 p.m. at the STEP site. To make an appointment call 276-694-2239

Taxpayers need to bring the appropriate paperwork, listed below.

VITA is an IRS sponsored program aimed at helping lower income individuals get the earned income credit they are entitled to.  STEP offers the assistance each year with the help of volunteers who are trained specifically for the job. Those who want to prepare their tax returns need to bring a picture ID, social security cards for all tax payers and dependents, and all tax related documents such as W-2.  They should also bring a copy of their last year’s tax return if possible.

People who take advantage of this service can save up to $200 in tax preparation fees, according to STEP officials. Last year, STEP helped residents in Franklin and Patrick counties e-file 507 returns.  STEP’s VITA program generates more than $1 million in refunds and tax credits for low-income residents, so they can use those funds for critical basic living needs such as groceries, utilities, transportation, child care, etc.

Visit our Tax Preparation page: https://www.stepincva.com/services-programs/financial-services