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 $58,000 a year or less. The students are available every Wednesday in February from 3-5:30 p.m. Schedule C preparation is not part of this free program. 

Appointments are required and can be made online. Masks are required for appointments.

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
  • Letter 6475 regarding your stimulus payment, if applicable
  • Letter 6419 regarding your advance child tax credits, if applicable
  • 2019 tax return
  • 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