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virtual tax returns

Do you need to get your 2019 taxes done? We will be filing tax returns virtually via document drop off and pick up of completed tax filing. The tax return will be completed within 7 business days. 
 
Free service for individuals and families that make less than $65,000 per year.

Connect with Us in 3 easy steps

  1. Fill out contact form here (Include up to date contact information)
  2. We will contact you to schedule a drop off time and date
  3. Pick up and drop off will be at the United Way of Greater Mercer County Office, 3150 Brunswick Pike, STE 230, Lawrenceville, NJ 08648.

Main tax filer must have an ID and social security/ITIN of EACH person included in the return otherwise we will NOT be able to file the return.

*Please wear a mask to your scheduled drop off and pick up to keep with state and CDC mandated safety precautions regarding COVID-19. We will be practicing social distance guidelines as well*

documents needed

  • Picture ID
  • Social Security Cards (or ITINs) and dates of birth for:
    • the taxpayer
    • spouse
    • children
    • any other dependents you are claiming
  • Dates of birth for all taxpayers and dependents
  • W2 forms
  • Bring your year-end pay stub
  • 1099 forms
  • Unemployment amounts paid and taxes withheld, statement online
  • Last paystub or end of year pension statements
  • Year-end retirement account summaries (ex. 5498s) (Balances in IRA accounts at year-end)
  • Any other tax forms you received (1098-Ts)
  • ACA healthcare forms:
    • 1095-A, 1095-B, or 1095-C and;
    • Insurance information with months of coverage for each person in the household
  • Medical expenses (Totaled). Don’t forget eyeglasses or contact lens receipts or medical mileage
  • Charitable Contributions (Totaled) - separate cash contributions (cash, check, credit card) and non-cash contributions (ex: clothing & furniture).
  • Church printout. Receipt for any contribution of $250 or more
  • Rent or mortgage interest statement
  • All property tax information (green card, PTR 1, PTR 2, homestead rebate amount)
  • Copy of 2018 income tax return
  • Checking and savings bank account and routing number
Note: if you are married filing separately, you’ll need your spouse’s social security number and need to know whether they itemized on their return

For questions please contact