Common Heart, in partnership with the IRS and Community Link of Charlotte, offers a free tax preparation service each year. This service typically begins February 1st and runs for the duration of the tax season. This free service is provided to households with an income of $64,000 or less. Both Federal and State returns are prepared and e-filed for free.

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

To make an appointment, sign up online at Anyone unable to use a computer to sign up can call 704-218-9060 between the hours of 10 am-3 pm Monday through Friday. Appointments are available Tuesdays 10 am-1 pm & 2 pm-5 pm, Thursdays 12 pm-3 pm & 4 pm-7 pm, and Saturdays 10 am-3 pm. 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 a photo ID and the Social Security card for each person listed on the return, a 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.