Tax Preparation (VITA)

VITA (Volunteer Income Tax Assistance)

STEP provides free tax preparation services for families and individuals earning less than $56,000 annually. Trained and certified volunteers prepare most standard IRS documents (i.e. 1040, 1040EZ and 1040A) and submit all returns electronically. Volunteers help clients take advantage of the Earned Income Tax Credit (EITC), Child Tax Credit, and more.

We offer assistance at the STEP offices in Rocky Mount and Stuart beginning in January and ending in April. All of these services are free, which means you get to keep more of your money! STEP’s VITA program saves our clients an average of $200 in tax preparation fees each year. That means that last year, our clients collectively saved more than $120,000 in fees!

Those who want to prepare their tax returns need to bring a picture ID, social security cards for all tax payers and dependents, and all tax related documents such as W-2.  They should also bring a copy of their last year’s tax return if possible.

STEP's VITA program is finished for 2020. Thank you for your support!