Volunteer Income Tax Assistance

Each year, Transylvania University accounting students prepare and e-file income tax forms at no cost for local community members who make $62,000 a year or less. The students are available every Monday in February from 3-5:30 p.m. in Cowgill Center, room 101.

Appointments are encouraged and can be made online.

You’ll Need:

  • A photo ID for yourself and your spouse if filing jointly.
  • Social security cards for yourself and all others on your return.
  • Routing and account number for accounts to be used for direct deposit of your refund if you choose to do so.
  • All Forms W-2 from your employers.
  • All Forms 1098 or 1099.
  • Your last tax return and any other tax-related forms for the 2023 filing season.
  • Any other related tax returns.
  • A completed intake form (we recommend you fill this out before you arrive).

For more information, email vita@transy.edu

Note: Schedule C preparation is not part of this free program.