Montgomery County VITA - Willow Grove CDC

SEPA VITA Sites - Montgomery County


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Data Provided By
2-1-1 SEPA 2-1-1 SEPA - 2-1-1 SEPA
General Information
Description of ServiceProvides free tax return preparation for people with low-to-moderate incomes, seniors, people with disabilities, and people with limited English skills.
LocationMontgomery
Geographical AreaMontgomery; PA
Intake ProcedureCall to schedule appointment
Intake Requirements- Social security card for all persons listed on tax return (includes spouse, children, other dependents)
- Valid photo ID for each taxpayer
- W-2 Forms from all employers
- All 1099s and 1098s pertaining to previous tax year (these are bank statements for interest or dividends, or pension or SSI)
- Bank routing and account information - preferably checkbook (required if client wants direct deposit of tax refund)
- If client will be claiming an exemption because they did not have health insurance for any part of 2017, must bring income information for all dependents claimed.
- Any other relevant documentation
Documents Required- Social security card for all persons listed on tax return (includes spouse, children, other dependents)
- Valid photo ID for each taxpayer
- W-2 Forms from all employers
- All 1099s and 1098s pertaining to previous tax year (these are bank statements for interest or dividends, or pension or SSI)
- Bank routing and account information - preferably checkbook (required if client wants direct deposit of tax refund)
- If client will be claiming an exemption because they did not have health insurance for any part of 2017, must bring income information for all dependents claimed.
- Any other relevant documentation
 
Client Information
EligibilityAnnual income less than $54,000
 
Fees or Charges
Types of FeesFree
 
Availability
Hours of Operation Tuesday, 4:30 pm to 7:30 pm
Thursday, 4:30pm to 6:30pm
Saturday, 9:00 am to 1:00 pm
Contact Information
 
Physical Site Address 1 210 Cedar Avenue
Physical Site City, State, Zip Willow Grove, Pennsylvania 19090
Main Phone 215-366-5643
Service Location Email info@211sepa.org
Web Address www.211sepa.org/vita
 
 
Affiliated Agency, Programs, and Services
Affiliated Agency: SEPA VITA Sites
Affiliated Program: SEPA VITA Sites - Montgomery County
This Service: Montgomery County VITA - Willow Grove CDC
 
Taxonomy Postings
Posted to Categories: Tax Preparation Assistance (DT-8800)