Free Income Tax Preparation

FREE INCOME TAX PREPARATION

Common Heart, in partnership with the IRS and Community Link of Charlotte, offers a free tax preparation service each year. This service typically begins the last Saturday and runs for the tax season. This free service is provided to households with an income of $58,000 or less. Both Federal and State returns are prepared and e-filed free.

Our volunteers are IRS trained and certified through VITA (Volunteer Income Tax Assistance). Training takes place each December and January for volunteers.

NEW for 2022: In-person preparation will return this year with proof of Covid-19 vaccination and masks will be required. If you are not vaccinated, we regret we are unable to assist you this year. It is important that we protect our staff and volunteers. We would be happy to refer you to other tax preparers. Drop-off services will not be available this year.

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 10am-2pm 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 10am-1pm & 2pm-5pm, Thursdays 12pm-3pm & 4pm-7pm, and Saturdays 10am-3pm. All appointments are at the Common Heart main office, 116 Business Park Drive, Suite A, Indian Trail. 

Common Heart has been providing this service since January 2012.

You will need to provide proof of Covid-19 vaccination, photo ID and Social Security cards for each person listed on the return, copy of last year’s return, W2, 1099 of any kind, statement for any kind of assistance (Child Care, Affordable Care Act (1095 A, B or C), receipt for child care, tuition assistance (1098 T), anything else from the IRS or that you may think is tax related. Our volunteers will prepare your return, and it will be double checked while you wait.

Click Here to schedule your IN-PERSON tax preparation appointment.

Click Here to schedule your VIRTUAL tax preparation appointment.