This is a free drop off / pick up tax preparation service for households earning $57,000 or less annually and senior citizens. The site will be open February 10 - April 15 on Wednesdays, Thursdays, Fridays from 12 p.m. - 4 p.m. and Saturdays from 10 a.m. - 3 p.m. at 1205 Round Rock Ave., Ste. 106, Round Rock, TX 78681.
NOTE: Appointments are no longer available. While cancellations do occur we are unable to maintain a waiting list. Please check back often for appointment availability. As a reminder, the site will not be open after April 15, 2021.
Before scheduling your appointment on the calendar below, please review the following IRS documents.
Your Civil Rights Are Protected
Your Civil Rights Are Protected pt.2
To receive confirmation and a reminder for your appointment, enter a valid cell phone number and/or email address when scheduling your appointment. Your return will NOT be completed during your visit.
Questions? Send an email to uwwc.vita@gmail.com. Estimated response time is 2-3 days.
Thank you.
United Way of Williamson County
Volunteer Income Tax Assistance (VITA)
When you arrive at the tax site please wear a mask and check in with the volunteers at the tables located outside the building.
Our tax site is located about 1/2 mile west of IH-35 in the Lake Creek Crossing retail center at the corner of N. Lake Creek and Round Rock Ave. (aka FM 620) near Short Stop Hamburgers and Freedom Church. NOTE: There is road construction in the area.
What to Bring
If you are unable to print and complete the required forms in advance, you will have an opportunity to do so during your appointment. If possible, make copies of your documents to expedite the duration of your appointment. If you can’t make copies, let the volunteer know and copies can be made at no charge. All copies will be given to you when you pick up your return the following week.
REQUIRED
- Photo ID for taxpayer (and spouse if married filing joint return), both spouses must be present at drop off and pick up
- Social Security card and/or ITIN cards and birth dates for taxpayer, spouse and all dependents listed on the return
- All income statements: W-2 and 1099, Social Security Benefits Statement and/or other sources of income
- Form 1095-A (health insurance statements) (if you bought your health insurance through the Marketplace)
- Amount of Economic Stimulus Payments received, if any
- For direct deposit or direct debit if you owe, bring a copy of a voided check
IF POSSIBLE, PRINT AND COMPLETE THESE REQUIRED FORMS PRIOR TO YOUR APPOINTMENT
If you are unable to complete ahead of time, you will have an opportunity to do so during your appointment.
- Intake/Interview & Quality Review Sheet
- To download the form in English, click here.
- To download the form in Spanish, click here.
- Virtual Taxpayer Consent, Part III
- To download the form in English, click here.
- To download the form in Spanish, click here.
OPTIONAL / IF APPLICABLE
- Information for all deductions/credits
- Total paid to day care provider and their tax ID number
- Copy of last year’s return (if you filed). Important if you received or qualify for Earned Income Credit (Helpful to have this but not required.)
- Are you self-employed? If possible, print and complete this form before appointment.
- To download the form in English, click here.
- To download the form in Spanish, click here.
- Do you itemize expenses? If possible, print and complete this form before appointment.
- To download the form in English, click here.
- To download the form in Spanish, click here.
PICK UP INSTRUCTIONS (Appointment not necessary for Pick Up)
- Instructions will be provided when you drop off your documents.
- You will not be notified when your return is ready to be picked up or that it has been e-filed.
