2023 Tax Assistance Resources
Rep. Leanne Krueger February 28, 2023 | 5:06 PM
Community Action Agency of Delaware County
Free Volunteer Income Tax Assistance (VITA). CAADC will be serving low- and moderate-income families in Delaware County. All services will be done by IRS trained and certified community volunteers and will aim to serve families who qualify for the Earned Income Tax Credit and the Child Tax Credit. CAADC will be providing assistance starting in late January until mid-April. Assistance is being provided by appointment only! Times and days vary by location. To schedule services please first call (610) 833-4443.
Tax preparation sites include:
CAADC Boothwyn Office – 1414 Meetinghouse Road, Boothwyn, PA 19061
Darby Court Apartments – 892 Main Street, Darby, PA 19023
Lewis Crozer Library – 620 Engle St., Chester, PA 19013
Widener University - 400 E. 21st Street, Chester, PA 19013
Upper Darby (CAADC) - 7408 West Chester Pike, Upper Darby, PA 19082
AARP
Aston Township Community Center
3270 Concord Road, Aston, PA 19014
Monday and Wednesday mornings from 8:30 a.m. to 12:30 p.m.
(Services will not be available on Monday February 20th due to President’s Day.)
Services will be provided by appointment only: interested (seniors & anyone who makes less than $72k is eligible) must come in person Monday or Wednesday 8:30am – 12:30pm to make their appointment and then come back for the appointment. The volunteers will give a list of info & forms to bring back for your appointment.
AARP
Helen Kate Furness Free Library
100 N Providence Road, Wallingford, PA 19086
All tax preparation will be by appointment ONLY and will be handled IN PERSON and completed in a single meeting. Please call 484-442-0854 to leave your name and phone number to request an appointment. Calls will be returned beginning January 23, 2023. Tax preparation will commence on February 6, 2023. The last day of operation will be April 17, 2023.
AARP
Schoolhouse Senior Center
600 Swarthmore Avenue, Folsom, PA 19033
All tax preparation will be by appointment ONLY and will be handled IN PERSON and completed in a single meeting. Please call 484-442-0854 to leave your name and phone number to request an appointment. Calls will be returned beginning January 23, 2023. Tax preparation will commence on February 6, 2023. The last day of operation will be April 17, 2023.
Neighbor to Neighbor
814 Clifton Avenue, Sharon Hill, PA 19079
610-461-8140
https://n2ncdc.org/
State and Federal Income Taxes AT NO CHARGE. Must make less than $95,000-filing joint or $65,000-filing single last year)
Call to make an appointment: 610.461.8140
Campaign For Working Families
(215) 454.6483
WWW.cwfphilly.org
WHAT TO BRING
For a quick and easy tax filing, bring the following documents for you, your spouse, and anyone you are claiming as a dependent.
EVERYONE NEEDS…
• Current driver’s license, state ID, passport, Green Card, or Employment Authorization card AND birth dates for all household members
• Social Security card (or other Social Security document with full SSN on it)
• W-2 and 1099 forms for income, pensions or Social Security, or unemployment received last year; plus your previous year’s tax return (if available)
• Year-end statement for childcare expenses AND Social Security Number or Employer Identification Number of the provider
• 1098-T form for any college/ trade school expenses paid
• 1095-A statement (if applicable) AND total all expenses plus bills/receipts for medicine and doctor’s visits as backup
• Property tax
• Amendments and Prior Year Filings up to 4 Years
WE CAN NOT PREPARE
• Schedule C with loss, depreciation, or business use of home
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)
PA Dept of Revenue
www.revenue.pa.gov
There are 3 different pathways residents can select for their filing needs.
MyPath- state taxes only, free for most individuals
IRS website
www.irs.gov/filing
Has information & forms for people who need assistance to file taxes (without a fee)
Free Tax Return Preparation for Qualifying Taxpayers | Internal Revenue Service (irs.gov)