Our supporters made 5,000 gifts and gave 88,500 hours of volunteer service to SpiriTrust Lutheran® in 2019! Read more about the impact of our donors, volunteers and team members in the 2019 Donor & Community Impact Report.

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Volunteer Income Tax Assistance

Have your taxes prepared for free!

Free virtual tax preparation assistance now available for qualified individuals and couples through TaxWise Mobile

At SpiriTrust Lutheran® we are committed to caring for the total well-being of those we serve and those that serve. As such, we continue to closely monitoring ongoing developments related to coronavirus (COVID-19) and are taking all necessary precautions to prevent the spread of the virus. Although we are unable to open our VITA offices, we are able to resume free tax preparation to qualified individuals and couples through a new online service called TaxWise Mobile.

This secure tax filing option requires the following actions on the part of the taxpayer:

Once you have completed your required actions, one of our qualified tax preparers will proceed with the following:

  • Review the intake/interview and uploaded documents and then contact you to conduct an intake interview via a phone call.
  • Prepare your return based on the information provided and contact you during with any questions.
  • Contact you prior to filing to review the return once it has been prepared and quality reviewed.

We greatly appreciate the trust you have placed in us in the past and look forward to serving you again using this new model.

If you have not filed your taxes yet and choose not to use the TaxWise Mobile option, you also can visit www.myfreetaxes.com to learn more about this other free, online tax preparation service. In addition, information on tax filing can be found at the IRS website.

Reminder: All individuals receiving this free tax preparation service are ultimately responsible for the information on their tax return.

Program Benefits

The SpiriTrust Lutheran® Volunteer Income Tax Assistance program offers free tax help to people who make $56,000 or less and need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic federal, state and local income tax return preparation with electronic filing to qualified individuals in local communities. They can inform taxpayers about special tax credits for which they may qualify such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled.

The SpiriTrust Lutheran Volunteer Income Tax Assistance program provides the following benefits:

  • Avoidance of costly tax preparation fees.
  • Quicker receipt of tax refund.
  • Multiple tax sites throughout the county offering day, evening and Saturday appointments.
  • Accurate completion of tax returns by IRS- certified tax preparers.
  • Completion of federal, state and local income taxes and PA property tax/rent rebates forms.
  • Filing of all the tax credits for which you may be eligible, including Earned Income Credit (EIC), Child Tax Credit (CTC) and education credits.
  • Free tax preparation appointments, if your household income is $56,000 or less.
  • Free online self-assisted tax preparation and support, if your household income is $66,000 or less.

Volunteer Opportunities

During tax filing season the following volunteer opportunities are available:

Tax Preparer

Provides professional and accurate free tax return preparation for eligible taxpayers at designated VITA tax preparation locations. The Tax Preparer also:

  • Verifies the taxpayer’s identity and conducts a thorough verbal interview with the client using the Intake/Interview & Quality Review Sheet as a guide.
  • Ensures that taxpayer’s return includes all income and all applicable deductions and credits.
  • Receives free tax law training and IRS Certification.
  • Must commit to a minimum of three (3) hours per week during tax season.

If interested, please contact Kenny Watts at 717.854.2244 or [email protected].

Phone Scheduler

Works in the SpiriTrust Lutheran® Volunteer Income Tax Assistance centralized call center to schedule appointments for potential clients and taxpayers who call for assistance. The Phone Scheduler also:

  • Answers incoming calls and occasionally makes return calls to potential clients in a courteous and professional manner.
  • Follows a phone script to screen potential clients to ensure that they qualify for the SpiriTrust Lutheran Volunteer Income Tax Assistance program and accurately schedules their appointments.
  • Requires no tax law training.
  • Must commit to a minimum of two (2) hours per week during tax season.

If interested, please contact Kenny Watts at 717.854.2244 or [email protected].

Greeter

Provides vital support to the site and IRS certified volunteer preparers by screening all taxpayers to ensure the taxpayer has all necessary information and documents required to complete a tax return. The Greeter also:

  • Greets all taxpayers upon entering the site and uses a check-off sheet to sign-in taxpayers needing assistance.
  • Gives each taxpayer an Intake/Interview & Quality Review Sheet for completion; completes a quick screening to determine type of assistance required; and ensures taxpayers have all the required documents that will be needed to complete the return.
  • Requires no tax law training.
  • Must commit to a minimum of three (3) hours per week during tax season.

If interested, please contact Kenny Watts at 717.854.2244 or [email protected].

Contact Us

Please complete this form to request more information or call 717.854.2244 or (toll-free) 888.629.4095 Monday – Friday between 8:30 a.m. and 4:30 p.m. to learn more about our program.

To file online visit https://SpiriTrustLutheranVITA.taxwisemobile.com.

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