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TAX PROGRAM: COVID-19 Update


January 4, 2021

Due to late breaking tax laws and COVID restrictions, the AFCU Free Tax Prep Program will have a delayed start in 2021. The program will be starting at the end of January or first week of February.
 
Also due to COVID, our procedure will be different this tax season. We are still here to help and we offer the following options for you:
 
If your return is simple and you are comfortable filing on your own, please email [email protected] and we can set you up with our online self-assistance software. You can do the entire return, both federal and state, on your own via the portal. If you run into problems, we can help! Just email your questions to [email protected].
 
If your return is complex and you are comfortable filing on your own, please email [email protected] and we can set you up with our online self-assistance software. You can do the entire return, both federal and state, on your own via the portal. However, in the cases of complex returns, we will be unable to help with questions beyond the scope of our usual services.
 
If you would like us to prepare your return for you, we will be offering a completely virtual VITA option. **This option will not be available until our tax program begins, in mid-January at the earliest. Please keep your eyes out for more information.** This option requires an email address and a cell phone to take pictures of your documents. We'll send you information on how to access a secure online portal, which will collect all of your information and documentation for us to file your return. We will contact you via phone, text, or email to verify your information, then have you review and sign your return electronically before we file for you.
 
If you would like us to prepare your return for you but can’t use the virtual option, we will have limited intake only appointments. During these appointments, we will help you fill out the paperwork, answer any questions, and copy your documents. Then, one of our volunteers will prepare your return remotely. For this option, call 2-1-1 (or 1-877-211-8667) starting January 19th to make an appointment.
 
Thank you for supporting AFCU’s Free Tax Preparation Program! Please email [email protected] with any questions.

 


 

**If you have an in-person appointment with our tax program outside of our normal operating dates, due to a special circumstance, please read below for important guidelines:

 

If you have an appointment:

We ask that you please fill out the information no more than 24 hours in advance of arrival.

At the time of your appointment be prompt, but not early. If you arrive early, please wait outside until your appointed time.  Take the elevator or the stairs to the second floor. Face masks covering the nose and mouth will be required at all times while in the building. Your appointment should last between 15 and 30 minutes (maximum).

We will do our best to ask you required information and to answer any questions that you have. Your returns will be worked on by a volunteer tax preparer who may call or email you with any follow-up questions.  You will be contacted once the returns have been completed and quality reviewed. If you can access our secure email server and retrieve your returns, you can sign by return e-mail. If you need a hard copy, don’t have email, or want original documents returned, you will have to make a follow-up appointment.

If you wish to save time at the initial interview, you can print and fill out the intake sheets and Consent Form:

    1. Intake Sheet 1

    2. Intake Sheet 2,

    3. and this required Taxpayer Consent Form.

Be sure to sign the back of the consent form and legibly print your e-mail address.

NOTE: If you are self-employed (Sch. C or received a 1099-MISC), please fill out our self-employed worksheet as well. 

Our volunteers will work with you by telephone or online to help you file a proper tax return in a timely manner to avoid paying any more than you owe.

We thank your patience at this unprecedented time. Please feel free to contact me if you have any other questions or concerns.

Sincerely,

Brian Zapf ([email protected])

Community Tax Program Director

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