Tax Preparation Help
Mesa United Way is the major partner in our community with the federal Volunteer Income Tax Assistance program, which provides expert tax-preparation services free of change to low- and moderate-income households. VITA ensures that tax returns are prepared accurately and that these individuals and families receive all the tax benefits to which they are entitled, including the Earned income Tax Credit, which provides a check to qualified households even if no taxes were paid. See “Get help with your 2017 Tax Return” below.
Get help with your 2017 Tax Return
Are you a low- or moderate-income taxpayer needing help with your 2017 return? Mesa United Way’s Volunteer Income Tax Assistance season will begin on January 29th, 2018.
There are six sites open again this year where you can get your 2017 tax return completed by trained, IRS certified tax preparers. The income limit this year is $54,000. Your return will be E-Filed which means that your refund (if you have one coming) will be delivered to your bank account or by check as soon as possible. Please see a map showing the locations in Mesa and the weekly schedule of service times below.
Don’t live in or near Mesa?
If you want to look for a site outside of the City of Mesa click HERE. You will be able to find all sites in or near your zip code. Please note that we do not restrict our services to Mesa residents. Over 30% of our clients live outside of Mesa. So you are very welcome to come to a Mesa VITA site for tax preparation.
Want to prepare your own 2017 Tax Return?
You can prepare your own taxes using an easy online application. This is free of charge for anyone with an income of $64,000 or less. This is recommended for people who have some computer skills and have relatively simple returns. Click HERE for more information about MyFreeTaxes.com.
Need help with prior years taxes?
Are you behind in filing past years’ tax returns? We may be able to help! Please note that the Mesa United Way office site on University Drive only prepares prior year (2000-2015) tax returns during the tax season (January – April). You must go to one of the six sites listed below if you want to file a 2017 tax return before May 2018.
Prior Year Returns & Year Round Tax Service
Year-Round Tax Service
The Mesa VITA Program offers tax return preparation services throughout the year. This service is provided only at the Mesa United Way office located at 137 E University Drive, Mesa AZ 85201 (south side of University between Center Street and Mesa Drive).
Prior year returns (from tax year 2000 onward) and amended returns are included in this service. You must have all of your tax documents for each year (see What to Bring below). If you do not have all of your tax documents for a year call your local IRS office to obtain a “Wage and Income Transcript”.
For amended returns you must also have a copy of the original return as filed or a transcript from the IRS. Go to http://www.irs.gov/Individuals/Get-Transcript or call the IRS to obtain a “Tax Return Transcript.”
A Reservation is Required
Send an email to Don Jensen at email@example.com with your name, phone number, and which year(s) you need to file OR call him at 480-834-2113 to set up an appointment. Reservation times are generally from 9:00 AM to 4:00 PM Tuesdays through Thursdays.
What to Bring
• Social Security Cards (or ITIN cards or ITIN letters) for all members of the household
• Picture Identification for taxpayer (and spouse, where applicable)
• Proof of all income including W-2 and 1099 forms, and self-employment records
• Deduction Information such as home mortgage statements, medical expenses, auto registrations, and donation
• Child Care Information, including record of payment with name, address, and tax ID# of childcare provider
• Direct Deposit Information – bank routing and account numbers
• Records of stock transactions including reports which contain the cost basis of stocks sold
• Health Insurance Information – Form 1095-A/B/C if available (for 2014-2016 only)
• Prior year tax returns, if available (federal and state)
• Any letters received from the IRS or state.
Contact Email firstname.lastname@example.org
Mesa (480) 834 - 2113 • Phoenix (602) 604 - 0640
*See our Tax Assistance service map & flyer for more details.