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VITA

In 2017 we began free tax preparation services through the Volunteer Income Tax Assistance program for low-income individuals, seniors, and English Language learners. Over a lifetime, VITA has served over 1,000 individuals saving $150,000 in tax preparation services and totaling over a million dollars in refunds.

VITA Program
2023 Tax Season (2022 Returns)

Bergen Volunteers
64 Passaic Street
Hackensack, NJ 07601

Questions? Call 201.489.9454 x206

Who qualifies for VITA?

  • Income less than $65,000

  • Bergen County Residents only

  • Elderly/Seniors

  • Individuals with disabilities

  • College students

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How It Works

  • In Person Taxes are completed by appointment only. To schedule an appointment call 201.221.4705. Appointments are limited. The program is closed until February 1, 2024.

  • An intake specialist will call you to go over your information. If you qualify an in person appointment will be made.

  • In Person appointments take anywhere from 1 to 3 hours to complete. Please give yourself ample time.

  • Need drop off/virtual services? Please call to schedule a virtual appointment.

Tax Preparation service will be provided by IRS certified volunteers.

Please note, appointments may be subject to change due to unforeseen circumstance, including inclement weather, without prior notice.

IMPORTANT. The following information is required:

  • MUST BRING - Photo identification for taxpayer and spouse

  • MUST BRING - Social Security Cards or ITIN card/letter for ALL members of the household

  • MUST BRING - Last year’s Tax Return

  • Proof of Income, 1099R (pension/annuity), 1099 Misc. (for contractual jobs, self-employed; expenses totaled up by categories), 1099 SSA (Social security benefits statement), 1099 INT, 1099 DIV, 1099 K (ride-share service), cash tips, or any other kind of income, 1099 G (unemployment)

  • If itemizing costs of all medical expenses (added up), mortgage interest statement, vehicle registration and charitable contributions (Less than $500 for non-cash donations)

  • Form 1098T (Tuition statement plus other education expenses e.g. books, supplies, computer, etc.) for claiming education credits

  • Form 1095A, if health insurance was bought from the marketplace

  • Child care expenses and provider's information including EIN/SSN, name and address. Cash payments required notarized letter.

  • Bank Routing number and account number for direct deposit / debit

  • If filing a joint return, Taxpayer & Spouse MUST be present during the final review.  Both must also be present, with ID, to pick up the return.

New for Seniors

Now in 2023 we have expanded our offerings to include Tax Counseling for the Elderly (TCE). A key focus of the TCE program is to ensure clients receive full tax credits and benefits through accurate tax preparation, and by providing transparency and information about Earned Income Tax Credit and all other anti-poverty measures where they meet eligibility. In addition to providing this service, clients will be eligible to receive further tax and finance counseling through our trusted Financial Advisors, who are pre-screened and with whom we have long standing relationships. These advisors ensure that clients are knowledgeable about their finances, phishing, and other scam practices that prey on the elderly and vulnerable.

For more information contact Melissa LaRobardier 201.489-9454x206 melissal@bergenvolunteers.org

VITA is currently closed for the 2022 filing season.

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