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Tax Preparation

Starting June 3, 2021, OnTrack WNC’s certified IRS-trained tax preparers will prepare simple tax returns for FREE for individuals and families with household income of less than $54,000. Claim your refund and save those filing fees!

We’ll be preparing initial returns for tax years 2017 through 2020. We are only able to prepare amendments for tax years 2019 and 2020.

Click on the tax year you need prepared or amended to get started:

Initial Returns (you’ve never filed a return for this year)

Amended Returns (you’ve filed a return for this year, and need to make changes to it)

Since our staff and Volunteers are working remotely because of COVID-19, things are a little different in our process this year. Here’s how it works:

Step 1: Fill out an online screening, which includes a consent form that explains our remote process in more detail.

Step 2: We’ll send you a more in-depth questionnaire with the details needed to prepare your tax return.

Step 3: After we receive the completed tax prep questionnaire, our team will send you a Calendly link to book an online Zoom appointment with us. You'll be able to see all the available dates and times to pick the one that works best for your schedule.

Step 4: A Volunteer Tax Preparer will prepare your return independently before your tax appointment. You won’t be there while they prepare the return, though the Volunteer may call or email you in advance of your appointment to ask clarifying questions. Your tax return will also be reviewed by another expert Volunteer Tax Preparer in advance of your appointment. 

Step 5: At the appointment time, you'll use the Zoom link we provided to connect with a Volunteer Tax Preparer. The Volunteer will go over the return with you and answer any questions you may have.

Note: The ability to connect face-to-face and share documents and screens with Zoom will enhance the appointment as you and the Volunteer Tax Preparer discuss your tax return. It will also allow the Volunteer to take some steps required by the IRS, such as checking ID and Social Security cards, so please have these handy at your appointment.

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    Anna Booraem
  • Shanae Johnson
    Shanae Johnson
  • Wayne & Jodi Mott
    Wayne & Jodi Mott
  • William Raynor
    William Raynor
  • Lucia Daugherty
    Lucia Daugherty
  • Julie Perley
    Julie Perley
  • Bailey Gartman
    Bailey Gartman
  • Diana Honeycut
    Diana Honeycut
  • Lisa Gaskin
    Lisa Gaskin
  • Carmen Govea
    Carmen Govea
  • Kelly Jackson
    Kelly Jackson
  • Jordan Barlow
    Jordan Barlow
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    Jessica Turner and Robert Forbes
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    Emily and Jordan Stanley
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    Marie Collins
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    Latoya Gardner