UNITED WAY OF LEE COUNTY - VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)

Address

7273 Concourse Drive
Fort Myers, FL 33908

(239) 433-3900

unitedwaylee.org/freetaxprep/

Description:

VITA is a FREE tax filing service available to individuals and families making under $66,000. VITA is a national program staffed by local volunteers to provide free, confidential and secure preparation and e-filing of tax returns to qualified taxpayers. United Way can help you at any of our 12 site locations throughout Lee, Hendry, Charlotte and Collier Counties.

**Year-round tax preparation sites are available and open for appointments**

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Geography Served

    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.

  • Florida
    • Charlotte County
      • Collier County
        • Hendry County
          • Lee County
          Edit Service DetailsClick here to see this service (TJ-3000.8500-850) and related services within the Service Tree.

          Geography Served

            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.

          • Florida
            • Charlotte County
              • Collier County
                • Hendry County
                  • Lee County
                  Edit Service DetailsClick here to see this service (DT-8800.9300-930) and related services within the Service Tree.

                  General Information

                  Hours:

                  Hours vary by site

                  Intake Process:

                  Must make an appointment. Visit: https://booknow.appointment-plus.com/7z18p1x6/

                  Must present:
                  * 2023 federal income tax return
                  * Social Security cards or Individual Taxpayer Identification Number (ITIN)
                  * Photo IDs (Please note, if married filing jointly, both spouses must be present.)
                  * W-2 forms for all jobs worked in 2014. (Form W-2, W-2G, 1099-R, 1099-MISC)
                  * Health Insurance Marketplace Coverage Form 1095-A, if applicable.
                  * A voided check and/or savings account number for direct deposit (encouraged)

                  Program Fees:

                  Free

                  Languages:

                  English, Spanish

                  Eligibility:

                  Individuals and families making under $60,000

                  Is Shelter?

                  No

                  Miscellaneous

                  Related Resource

                  Date of Official Change:

                  June 19, 2024

                  Volunteer Opportunities:

                  Available through website or by phone.

                  Legal Status:

                  Non-Profit

                  Year Incorporated:

                  1999

                  Geography Served

                    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.

                  • Florida
                    • Charlotte County
                      • Collier County
                        • Hendry County
                          • Lee County
                          Edit Service DetailsClick here to see this service (TJ-3000.8500-850) and related services within the Service Tree.

                          Geography Served

                            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.

                          • Florida
                            • Charlotte County
                              • Collier County
                                • Hendry County
                                  • Lee County
                                  Edit Service DetailsClick here to see this service (DT-8800.9300-930) and related services within the Service Tree.

                                  Address Listings

                                  Mailing

                                  7273 Concourse Drive
                                  Fort Myers, FL 33908

                                  Physical (Primary)

                                  7273 Concourse Drive
                                  Fort Myers, FL 33908

                                  Contacts

                                  Mary Meador

                                  Primary Contact

                                  VITA Program Manager

                                  (239) 433-2000 x227

                                  marym@unitedwaylee.org

                                  Keesha Wick

                                  211 Operations Manager

                                  (239) 433-3900 x244

                                  keesha@unitedwaylee.org

                                  Phone Numbers

                                  Main

                                  (239) 433-3900

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