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Free tax service starts Jan. 25!

Proof of Covid-19 vaccine required for in-person preparation


Beginning Tuesday, Jan. 25, volunteers Common Heart volunteers will once again offer free income tax service to local residents. In-person preparation will return this year with proof of Covid-19 vaccination to provide the best protection for volunteers and our neighbors. Masks will be required.    

This will be the 11th year Common Heart has offered free tax services, which are completed by trained and certified volunteers as part of the national Volunteer Income Tax Assistance, or VITA, program. This year’s service is a continued partnership with fellow nonprofit Community Link.  

Individuals and families with an annual household income of $58,000 or less are eligible for the free assistance. Residents do not have to live in Union County. To make an appointment, sign up online at 1040.CommonHeart.org. Anyone who is unable to use a computer to sign up can call 704-601-4966 between the hours of 10 a.m.-2 p.m Monday through Friday to be added to a return call list. (Note: This may take several days; online signup is the quickest way to ensure your desired day & time). 

Appointments are available Tuesdays 10-1 & 2-5, Thursdays Noon-3 & 4-7, and Saturdays 10-3.  All appointments are at the Common Heart main office, 116 Business Park Drive, Suite A, Indian Trail. Drop-off services will not be available this year. For those who have not received a Covid-19 vaccine, there will be virtual tax appointments available through Community Link. Visit CommonHeart.org/community-services for details coming soon.  

Last year, Common Heart volunteers filed 282 income tax returns despite challenges from the pandemic. The free service assisted residents in receiving $463,432 in total refunds and saved them an estimated total of $42,300 in tax return fees, Site Supervisor Bruce Gorrell said.

It’s important to the volunteer team that the service be open this year because so many struggling neighbors count on them, Gorrell said.   

Common Heart Executive Director, Keith Adams, said the program gives a needed boost to many in the community, especially now. 

“Our free tax service helps take the stress out of tax time and allows our hard-working neighbors to use the money they save on tax preparation fees for other needs, like food, rent or medical bills or, in the case of one of our friends, a down payment on a home,” Adams said. “We serve people from all walks of life – college students, teachers, hair stylists, retail staff, local government employees and retirees.”

4 Comments

  1. Linda Salfia says:

    I am interested in obtaining an appointment to have someone do our Income Tax.

  2. Linda Schrager says:

    I am interested in making an appointment for tax preparation some time in March 2022.

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