Don’t Struggle Through Tax Season

We’ll Guide You Every Step of the Way

Skip the Confusion.

Get Real Help Filing Your Taxes This Year.

Unlock the power of our expert tax services to streamline your filing process, reduce liabilities, and achieve financial clarity.

Personal, one-on-one help
Simple and stress-free filing
Confidence that it’s done right

VOLUNTEER INCOME TAX ASSISTANCE

Helping working families claim the tax refunds they deserve...for free.

A new year brings a new tax season. For some, it means that yearly visit to your accountant’s office, or late nights trying to figure out which credits you are eligible to claim. But some working families in our communities do not think about tax returns; they are focused on getting the next meal on the table and paying this month’s rent. Wouldn’t it be great for these families to easily receive the tax benefits they are eligible to claim on their tax returns? Unfortunately, many lower-income families who qualify for tax benefits let federal funds go unclaimed by not knowing about the VITA program, not knowing if they are eligible to take advantage of this free service, or just because they are overwhelmed by the whole tax preparation process.

The VITA (Volunteer Income Tax Assistance) program aims to help alleviate this problem by mobilizing and training volunteers to provide free tax services to working individuals and their families.

VITA assists taxpayers who are struggling to make ends meet by saving them the cost of tax preparation and helping them claim all the tax credits for which they are eligible.

If you make generally less than $70,000/yr we encourage you to take advantage of this FREE service.

TESTIMONIALS

What our clients say about us

Discover the experiences of our satisfied customers! Read their testimonials to learn  how our services have made a positive impact on their businesses.

John Doe

Project Manager

"The team at United Way of Northwest Florida made tax filing easier than I ever imagined. Their proactive approach saved me time and money!"

John Harris

Equity Analyst

"I feel so much more confident in my financial decisions now. United Way of Northwest Florida's personalised tax strategies are a game-changer for my business."

Emma Collins

HR Specialist

"The detailed tax plan I received exceeded my expectations. I now have clarity in managing both personal and business taxes."

James Peterson

Small Business Owner

"Thanks to United Way of Northwest Florida's financial advice,

I managed to optimise my tax deductions, reducing my liabilities significantly!"

Michael Reed

Data Analyst

"I was dreading tax season, but United Way of Northwest Florida simplified everything. Their audit support gave me peace of mind and confidence."

Isabella Parker

Financial Advisor

"The tax strategy United Way of Northwest Florida created for my practice has helped me save thousands! Their expertise is unmatched."

David Brown

Marketing Director

"I appreciate the holistic approach United Way of Northwest Florida took to integrate my personal and business taxes. It's made managing finances so much easier."

Sophia Turner

Sales Representative

"I didn’t know where to start with tax planning, but the team at United Way of Northwest Florida showed me how to maximise my deductions and boost my savings."

Ruby W.

Graphic Designer

"United Way of Northwest Florida’s proactive tax advice helped me stay ahead of deadlines and avoid unnecessary penalties. I highly recommend them!"

FAQ

Frequently Asked Questions

Everything you need to know about our VITA Service.

How do I book an appointment with your tax experts?

Simply choose an available time slot on our calendar, fill out a few details, and you’ll receive a confirmation email with your appointment details.

Do I need to bring any documents to the appointment?

Yes, please remember to bring the following with you for your appointment:
• Driver’s license or other photo I.D.
• Social Security cards for yourself and all dependents
• Bank account information for direct deposit of any refund
• W-2 from each employer (no pay stubs)
• Documentation of all other income (1099R, Social Security Statements, etc.)
• Form 1095-A if you received health-care coverage through the marketplace

**If filing a joint return, both spouses must be present to sign the tax return.

Can I get help with both personal and business taxes?

Absolutely! We specialize in both personal and business tax services, and our experts are here to provide tailored advice and solutions for your specific needs.

What happens if I miss my scheduled appointment?

If you miss your appointment, please let us know as soon as possible. We’ll help you reschedule at a convenient time, ensuring that your tax matters are addressed promptly.

ABOUT UNITED WAY OF NORTHWEST FLORIDA

Who we are

Most people think of United Way as a fundraiser. Raising money is important, but building a better community takes more than money. It takes people who care. United Way of Northwest Florida is a forum to unite people, coordinate efforts, set goals, and measure progress. It takes a whole community, working together, to achieve results. United Way of Northwest Florida partners with local agencies, businesses, governments, and volunteers to build initiatives that create lasting change by preventing problems from happening in the first place. When you give to United Way of Northwest Florida, your gift stays in your local community to help address and solve problems that matter to you and create opportunities for a better life for all.

What we do

DEVELOP RESOURCES – We collect donations from generous people like you through workplace campaigns, special events, and online donations.
DISTRIBUTE FUNDS – We will distribute your gift to any non-profit agency. Passionate about helping children learn to read? Want to help feed the needy? It’s up to you, just tell us where you want your money to go. Can’t decide? That’s OK. Your gift will go to our Community Impact Fund.
IMPLEMENT SOLUTIONS – The Community Impact Fund of United Way of Northwest Florida provides funds for grants that focus on Education, Income, and Health.
MEASURE RESULTS – Twice a year, Community Impact Fund Grant recipients are required to report on the progress and accomplishments of their programs.

Who we help

Your gift to United Way of Northwest Florida goes far, but never far away. The overwhelming majority of funds raised stays right here in Bay, Calhoun, Gulf, Holmes, Jackson, and Washington counties, helping strengthen our communities. Each year, local agencies assist our neighbors, friends, relatives, and coworkers in each of these communities. Your gift is the lifeline for hundreds of families in our region and provides services such as early childhood education, specialized care, youth development, and senior services. Please give today and continue to make a difference in your community.