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Eligibility for VITA Services

To be eligible for VITA services, individuals must have household income under $69,000, and must not have any of the following:

  • Any Cryptocurrency sales

  • Rental property

  • Self-employment income that includes over $35,000 in expenses, a net loss in 2026, employees, depreciation or amortization, or a home office

Documents to Bring for Your Tax Appointment

  • Social Security cards for all taxpayers, spouses, and dependents - If you do not have your Social Security card, we can also accept form SSA-1099 if you receive Social Security benefits

  • Government-issued Photo ID

  • All applicable tax documentation

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