VITA Appointment Schedule Update

English VITA appointments are full and we are operating on a waitlist. If you would like to be added to the waitlist please leave your name and phone number by phone at (541) 864-0448 or email at vita@tmaconline.org. Please review qualifications prior to waitlisting- all appointments that are out of scope will be turned away. Calls will be made when we receive cancellations or as slots are available. There is no guarantee that you will be called for an appointment.

FSA - Facilitated Self Assistance (Self Serve) appointments are AVAILABLE

Schedule FSA Appointment HERE

Please note that VITA appointments will be unavailable from October 16 to February 2 and again from April 16 to May 18 due to tax system updates. "Off-season" returns will be processed from May 19 through October 15.

Volunteer Income Tax Assistance (VITA)

The VITA tax program is funded by grants from the State of Oregon. The grant allows the United Way of Jackson County and TMAC to hire tax professionals and assist community members (English and Spanish) tax preparation. The grant funds the building, computers, software and all other necessary items to organize and file tax returns.

In 2025 (for the tax year 2024) the VITA program processed over 1,500 returns that resulted in over $1.5 million dollars in refunds back to community members. We understand tax filings can be scary and cause anxiety. This service is designed to assist anyone in the community to use the service as long as you qualify.

VITA Appointment

Tax documents and a mileage log with a pen placed on them.

Questions?

Services

We provide simple 1040 tax filing for the community. Our VITA service allows community members to work directly with certified tax preparers to file annual tax returns. We offer our services at NO COST to the filing party.

Qualifications?

Household income is less than $67,000

You do NOT have ANY of the following:

  • Rental Property

  • Self-employment income that contains:

    • Over $35,000 in expenses

    • A loss in 2025

    • Employees

    • Depreciation/Amortization

    • Home office:

Other tax related issues may prevent VITA qualification. However, they are infrequent. If you have questions about your eligibility for the VITA program please email us directly at: vita@tmaconline.org

Who is eligible?

Anyone in our community can use our services. You do not have to be a US Citizen. To use our VITA services all you have to do is sign up and pick a time and date where you can come to our campus and work directly with our tax professionals.

What if I don’t qualify?

Household income more than $67,000 but less than $100,000 can submit tax returns using our FSA service.

Facilitated Self Assistance (FSA) still offers FREE filings. However, you would be the one to prepare your own filing using Turbo Tax.

  • We still pay the filing fees for you

  • We provide a computer, printer and the turbo tax software.

  • We have professionals on site to help answer questions.

Time and space are limited. You still need to sign up for an FSA appointment. Because it’s a self guided filing, FSA appointments are 2 hours instead of 1.

Sign up Here

How it works

If you qualify for our services all we need you to do is book an appointment using the link below.

Once you have a confirmed booking, please gather all documents required. We will need the documents at your appointment time to complete your tax filing.

Documents Required

  • Social Security or ITIN cards for everyone included on the tax return

  • Photo ID

  • Income Forms: W-2, 1099-Int/Div, 1099-NEC, 1099-SSA, 1099-R, 1099-Misc, Unemployment, etc.

  • Health Insurance Forms: 1095-A, 1095-B, 1095-C

  • Other Tax Forms: 1098-T, 1099-G, etc.

  • Banking Information: Routing and Account numbers

  • Prior year tax return.

If you have questions about the documents required to file taxes, please email us directly at: vita@tmaconline.org