UNITED WAY OF COLLIER & THE KEYS - VITA TAX PREPARATION - MONROE COUNTY
Address
1200 Truman Avenue
Key West, FL 33040
(305) 563-1470
Description:
The VITA program is designed to assist qualified taxpayers with completion of their annual tax returns and to ensure that limited income families receive every available benefit. Tax preparers are IRS-certified and prepared to complete simple federal tax returns.
Tax Prep dates: February 4, 2025- April 15, 2024
Returns may include:
Earned Income Credit
Child Tax Credit
Education Credits
Dependent Care Credit
Schedule C/self-employment
Services
Click here to show all service details. Or click on a service name to see its details specifically.
Geography Served
- Florida
- Monroe County
- Monroe County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
General Information
Hours:
10:00am-2:00pm, Tue
Intake Process:
Walk-ins only
Please bring the following:
For married filing joint, both spouses must be present
Photo identification for you and your spouse (if married)
Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents
Birth dates for you, spouse and dependents
A copy of last year's tax return
All Forms W-2, 1098, and 1099
Forms 1095-A, B or C (ACA Statements)
Information for other income
Information for all deductions/credits
Documentation of total paid to day care provider and their tax ID number
For direct deposit of refund, proof of account and bank routing number - please bring a voided check
For prior year returns, copies of income transcripts from IRS (and state, if applicable)
All Healthcare information - 1095-A, B, or C
Program Fees:
Free
Languages:
English
Eligibility:
Monroe County residents
Household income less than $67,000 in 2024
Handicap Accessible?
Yes
Accessibility:
Government buildings are accessible
Is Shelter?
No
Miscellaneous
Related Resource
Date of Official Change:
January 27, 2025
Volunteer Opportunities:
Volunteer tax preparers and greeters are needed particularly at all locations.
Legal Status:
Non-Profit
Year Incorporated:
1999
Services
Click here to show all service details. Or click on a service name to see its details specifically.
Geography Served
- Florida
- Monroe County
- Monroe County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Address Listings
Physical (Primary)
1200 Truman Avenue
Key West, FL 33040
Contacts
Loretta Geotis
Primary Contact
VITA Program Coordinator
Please call for specific locations, dates and times of operation
(305) 563-1470
Loretta Geotis
Phone Numbers
Main
(305) 563-1470
Alternate
(305) 563-1470
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