Volunteer Income Tax Assistance (VITA)

United Way's Financial Empowerment Zone (FEZ) provides free tax preparation services, case management help with enrollment in income supports and financial literacy workshops to increase the financial stability among lower-income working families in Passaic County.

FEZ is working to reach unbanked households in Paterson and the surrounding communities as many of our residents use alternative financial service providers (AFSPs) - check cashing outlets, payday lenders, pawnshops, money transmittors, etc - to conduct some of their financial transactions. Families cannot achieve financial stability unless they have enough income to pay for today’s necessities and save for the future. Prolonged poverty leads to health concerns, to disruptions in housing, and family problems.

Our goal is to increase the number of families who are able to meet their basic needs and increase their financial stability.

 

 

 

During tax season, United Way of Passaic County works with community partners and IRS-certified volunteers to offer free tax preparation sites in Passaic and Bergen Counties. Beginning each February, we assist low-and-moderate-income-households with income tax preparation.  The earned income tax  credit helps to lift more  families out of poverty each year around tax filing  season. EIC rewards the  working poor and puts money back into the clients hands, and therefore the community. 

Services provided:

  • Federal and State Income Tax Preparation.

  • Assistance with New Jersey Property Tax Reimbursement (Senior Freeze) and Homestead Benefit forms

  • Screening for Health Insurance

  • Referral and assistance with FAFSA

Services at all listed sites are BY APPOINTMENT ONLY.  No Walk-Ins will be allowed! 

To make an appointment at any of our sites listed below, visit us online at United Way of Passaic VITA Appointments  or by phone - dial 211 ext. 27.  

Tax Sites:

United Way of Passaic County
Center City Mall 
301 Main Street
Paterson, NJ 07505

Hours/Days of Operation:
Tuesdays and Thursdays from 10:00am – 7:00pm 
Saturdays from 9:00am – 3:00pm
Special Instructions:
  • See below for what documents to bring for your appointment.
  • Multilingual services available in Arabic, Bengali and Spanish. 
  • By Appointments Only - No Drop Ins will be accepted. 
  • To book and appointment, visit United Way of Passaic VITA or by phone, dial 211 extension 27.  
 

Partner Sites:

Bergen Volunteer Center
64 Passaic Street
Hackensack, NJ 07601

Hours/Days of Operation:
Saturdays from 9:00am - 3:00pm on the following dates: 2/9; 2/23, 3/9; 3/16, 3/23, 4/6 
Wednesdays from 6 - 9 pm on: 2/27 and 3/6.
 
Special Instructions:
  • See below for what documents to bring for your appointment.
  • Multilingual services available in Japanese, Korean, Spanish, Turkish. 
  • By Appointments Only - No Drop Ins will be accepted.  
  • To book and appointment, visit United Way of Passaic VITA or by phone, dial 211 extension 27. 

New Hope Community Ministries 
331 N. 11th Street 
Prospect Park, NJ 07508

 
Hours/Days of Operation:
Saturdays from 9:00am - 3:00pm on the following dates: 2/23, 3/2, 3/9; 3/16, 3/23, 3/30.
 
Special Instructions:
  • See below for what documents to bring for your appointment.
  • Multilingual services available in Spanish.  
  • By Appointments Only - No Drop Ins will be accepted.  
  • To book and appointment, visit United Way of Passaic VITA or by phone, dial 211 extension 27. 
 

TAX SITE APPOINTMENT - WHAT TO BRING:
Made your appointment?  Ready to go?  Here is what you will need to bring with you:

  • Photo Identification: Passport; Driver’s License; State ID; County ID; Military and/or other National ID

  • Social Security Cards or Statements or ITIN cards for everyone listed on the return

  • For married filing jointly, both spouses must be present

  • All income information: W-2, 1098, and/or 1099 forms

  • A copy of last year’s tax return

  • Amount of the total paid to your daycare provider, and the Tax ID number for the provider;

  • Forms 1095 (ACA statements for health care) for the Marketplace;

  • For direct deposit, a check or your routing and account number 

QUÉ LLEVAR PARA SU CITA DE IMPUESTOS GRATIS

SE REQUIEREN LOS SIGUIENTES DOCUMENTOS:

  • Identificación válida con foto-pasaporte; Licencia de conducir; Identificación del estado; Identificación del condado; Militar y / u otra identificación nacional
  • Tarjeta de Seguro Social válida o Número de identificación de contribuyente individual (ITIN) para todos los miembros de la familia
  • Todos los documentos fiscales: W2s, 1099s, 1098s, 1095s
  • Copia de la declaración de impuestos del año pasado

SI ES APLICABLE, POR FAVOR TRAIGA LO SIGUIENTE:

  • Gastos de cuidado infantil: incluya la dirección del proveedor, el número de identificación fiscal y el monto total pagado

  • Declaración de atención médica accesible  -Forma 1095

  • Manutención pagada o recibida

  • Facturas de impuestos de propiedad, declaración de intereses hipotecarios

  • Matrícula universitaria y declaraciones de intereses de préstamos estudiantiles

  • Cualquier otra forma de ingresos-premios, becas.

  • Para depósito directo: cheque en blanco o número de cuenta y enrutamiento

Es posible que se requieran otros documentos según las circunstancias individuales. Usted es responsable de traer todos los documentos necesarios a su cita.

Click here for a printable pdf of "What to Bring"  - available in both English and in Spanish 

RIDE SHARE INCOME TAXES:

If part (or all) of your income is derived from ride share such as Lyft or Uber, please refer to this link for additional information on filing taxes. Rideshare Income Taxes

 

MY FREE TAXES

FREE ONLINE Self-Preparation Income Tax Prep for Federal and State Returns through My Free Taxes for individuals and families making less than $66,000 in 2018. 
 

VOLUNTEERS

 

This past tax filing season we had a wonderful and dedicated group of volunteers.  They were the reason we were able to serve as many clients as we did.  Thank you to all our volunteers for your hard work and dedication to the VITA program!  Tax season has begun for 2019 and we are actively seeking new volunteers.  If you are interested in volunteering and being trained on tax law, please contact Jeremy at Jeremyg@unitedwaypassaic.org

 

For additional volunteer opportunities visit us at: volunteerpassaic.org

 
 

Importance of VITA 

Randy Allen, Director of Community Impact for United Way, said, "United Way's VITA partnership supports financial stability by allowing tax payers to keep the full amount of their return. In most cases, tax payers reinvest those dollars back into their community through increased savings, bill pay and purchases in their community. We are thankful for the partners who helped make the 2016 VITA Program a success."