Tax Preparation Program

Do you need assistance filing your income taxes? Do you want to know if you are eligible for the Earned Income Tax Credit? We can help.

Overview-Tax Program

Capstone is offering FREE tax preparation through the IRS VITA program for the 2022 tax season.

Please call the TAXLINE 802-477-5148 for an appointment.  We are not accepting walk-ins.

When you call we will give you an appointment for a brief, in-person meeting at your choice of the Barre, Morrisville, or Randolph office.  MASKS ARE REQUIRED.  We will also mail a tax packet to you with the forms and instructions for us to prepare your taxes. 

 

Please see the the VITA 2022 Tax Season Schedule page on the navigation bar for more information. 

Prior year tax services are unavailable during the active 2022 tax season.   

PLEASE NOTE: We have no control over or knowledge of when you will receive your federal or state refund or Renter's Rebate. You may check online for that information..

Federal: Go to www.irs.gov and click on "Get Your Refund Status" 

Vermont: Go to http://www.tax.vermont.gov and click on "Where's My Refund?"

General VITA tax prep information. Typically, Capstone prepares tax returns for those whose annual income is up to $57,000 as well as those who are only applying for the new Vermont Renter Credit or filing a Homestead Declaration.  We also prepare basic Schedule C's for the self-employed (must not include depreciation, inventory, or Section 179). 

Want to prepare and file your own taxes? 
Those who wish to, may file their own return online by visiting www.irs.gov. You can use the IRS fillable forms or one of the free options. Please note the eligibilty provisions of the various options - many of the IRS filings are free but there may be a nominal fee for state filings. You may file free state returns at www.tax.vermont.gov including the Vermont Renter Credit, Homestead Declaration, and Income Tax Filing.  Another option is the free IRS/VITA supported website:  www.myfreetaxes.com  which walks you through the process step-by-step. 

 

Volunteer Income Tax Assistance (VITA)

Capstone has been preparing tax returns for low-to-moderate income central Vermonters for nearly 25 years. Dedicated volunteer tax preparers will help you electronically or traditionally file your federal and state taxes and ensure that you receive your Earned Income Credit, Child Tax Credit and any other credits for which you qualify, including Renter's Rebates. We also file VT Home Declarations. The VITA program is supported by the Internal Revenue Service and Capstone Community Action.
 
All tax services are by appointment ONLY.   We can NOT accept walk-ins or drop-offs at this time. 
 
The 2021 Tax Season is closed.  However, if you have issues, such as you recieved a letter from the IRS or VT Dept. of Taxes, you'd like to file back year taxes, or a Renter's Rebate, please call the tax line. 
  • Call our tax line at 477-5148 and clearly leave a message with your name, address, and phone number.

 


Those who wish to, may file on their own online at the IRS (www.irs.gov) and Vermont (www.tax.vermont.gov) websites. 

You may also use the VITA-supported online taxsite www.myfreetaxes.com which will walk you through the process by asking questions. 

Please call our tax line at 477-5148 with any questions or problems, such as a current year tax letter from the IRS or State.  Please leave a clear message with your name and phone number and we will call back as soon as we are able. Please be patient.

 

 

 

 

 

Contact Us at the Tax Preparation Program

For questions about our Volunteer Income Tax Assistance (VITA) program, contact cedinfo@capstonevt.org or call our Tax Line at 802-477-5148.

 

 

Do you want to volunteer to prepare taxes? Capstone needs you!

This tax season, Capstone is once again partnering with the IRS to be a Volunteer Income Tax Assistance (VITA) site. Through this program, community members volunteer to assist folks in preparing their tax returns. We also need volunteers to be "greeters", who welcome taxpayers and make sure they have brought all their paperwork.

No experience is necessary; orientation and training are offered in the months of December and January. We supply all of the materials and equipment for you to become an IRS-certified VITA volunteer. You gain a great skill while helping your community!

Volunteer commitment time is based on your schedule and availability, including at least one experienced preparer per shift. Typically, volunteer tax preparers spend approximately one day per week (4 hours), during the months of February through mid-April at a Casptone tax site location of their choosing.   

If you are interested in this great opportunity to engage with your community, look no further than Capstone’s VITA program. Contact Laura Sudhoff, lsudhoff@capstonevt.org or 802-477-5176 our tax progam coordinator to learn more or to register to volunteer. 

Please call our Tax Line for all other tax-related questions, comments or concerns: 477-5148

VITA 2022 Tax Season Schedule

Capstone is now accepting appointments for the 2022 Tax Filing Season! 

Please call the Taxline at 802-477-5148 for an appointmnet and to request a tax packet be mailed to you. 

Alternatively, you may request that the tax packet be e-mailed to you: cedinfo@capstonevt.org.  You will still need to call the taxline for an appointment and tell the person you speak with that you have the forms. 

The tax prep process is the same as last year:  You will fill out the forms in the packet, and bring them plus your Social Security Card, photo ID, and all your tax documents to a brief meeting at a Capstone office.  You may choose Barre, Randolph or Morrisville.  VITA staff will take your paperwork and prepare your return remotely.  They will call if they have questions and to let you know when your taxes are done and ready to be picked up. 

Everyone who comes to a Capstone office must wear a mask.

We are NOT accepting walk-ins.

Please note: The State of Vermont has replaced the former Renter's Rebate, with a new Renter Credit. You do NOT need a Landlord's Certificate to apply.  

Watch your mailbox for the following letters from the IRS: 

  • IRS Letter 6419 - regarding 2021 advanced CTC, can help you get the remainder of your Child Tax Credit.

  • IRS Letter 6475 - regarding your third Economic Impact Payment (stimulus check) helps determine if you can claim a Recory Rebate Credit. 

  • Many taxpayers will receive information letters from the #IRS by the end of January.
Using the information about #ChildTaxCredit payments or the #EconomicImpactPayment
included in these letters can reduce tax return errors and speed refunds. https://go.usa.gov/xt3mm

The regular season tax filing deadline for both the IRS and Vermont is Monday, April 18, 2022.

Other things to know:

  • All filers will need to present a photo ID for all adults on the return and Social Security CARDS for all people (including dependents) listed on the tax return. If married filing jointly, both spouses will need to sign the returns. And don't forget your checking or savings account numbers and routing numbers if you want direct deposit of your refund.

  • Before coming in to have your tax return prepared, please be sure you have ALL the required documents. Employers, banks and others who issue tax  documents are supposed to provide them to you by January 31st each year. 

  • Our free tax filing service includes both Federal and State returns and is available to taxpayers with annual incomes up to $57,000. We also file for folks who only need a Renter's Rebate or Homestead Declaration. We prepare basic Schedule C's for the self-employed as well.
  • Our VITA volunteers are IRS-trained and certified. We use IRS-specified computer software to prepare your return. You then have the choice of having us e-file your returns or to print out the forms for you to mail. Likewise, you may elect to recieve your refund electronically deposited directly to your bank or have a check mailed to you.

  • Consider splitting your tax refund between your checking account and savings account!  It's an easy way to save some money--you provide your account numbers and bank or credit union routing numbers, decide on an amount you want deposited to each account, and we will enter the information on the proper tax form.  

  • The quickest way to get your tax refund is by electing direct deposit. 

For those interested in preparing their own tax return, you may file online by going to www.irs.gov and www.tax.vermont.gov. These sites have free options for some filiers. You may also use the VITA-supported free site: www.myfreetaxes.com which will walk you through the steps to filing.

 

 

 

 

 

 

Save Some, Spend Some-Make the Most of Your Tax Return!

Many Americans look forward to tax time because it's an opportunity to use refunds to get ahead by prepaying for larger expenses, paying down existing debt, and purchasing goods that they otherwise are unable to afford during the year. It's also a great time for households to build an emergency savings account or make a deposit to a retirement account. This year, Capstone is encouraging all tax payers to deposit a portion of their refund into a savings account or a retirement account. Just think, 30-40-30!  30% to pay past debt, 40% for current use, and 30% for your future savings!

  • If you have just a checking account, ask your bank or credit union to open a savings account that you can use to save part of your tax return, or call Capstone's Liz Scharf at 477-5215 or lscharf@capstonevt.org for recommendations on low-cost starter savings accounts.
  • Not sure where to start with a retirement account? Liz can help you with that as well: Liz Scharf at 477-5215 or lscharf@capstonevt.org.
  • Bring your savings account number and financial institution's routing number to a Capstone VITA site and we will set up the split deposit of your tax refund.

Let the tax season be your opportunity to jump start your financial future!

 

Watch Laura and Liz talk about tax time on Fox44/ABC22!

Laura Sudhoff, Tax Program Coordinator, and Liz Scharf, Savings and Credit Program Coordinator, talk about filing taxes and the importance of saving a portion of your refund at tax time.

http://www.mychamplainvalley.com/news/morning-show/money-matters-tax-season-tips/644244303

 

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