January 24 through April 15, OnTrack WNC’s certified IRS-trained tax preparers will prepare simple tax returns FREE for individuals and families with 2020 household income of less than $54,000. Claim your refund and save those filing fees!
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.
