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WHEN YOU NEED SUPPORT, WE'RE HERE TO HELP

From our 24/7 211 helpline to Free Tax Preparation services, we’re creating pathways to financial stability for every member of our community

OUR SERVICES

United Way 211

Our United Way 211 team members listen, ask questions, assess your needs and connect you to community resources 24/7/365.  

DIAL 211 or (513) 721-7900 or 1-800-233-4357 to speak to a trained professional or click here to learn more. 

Free Tax Prep

Our Free Tax Prep services could help you save approximately $275 in tax prep fees and get the full refund you deserve Visit one of our tax sites to have an experienced tax preparer prepare and file your taxes for free, or access free online filing resources. Click here to learn more. 

WHAT TO BRING FOR YOUR TAX APPOINTMENT

  • For married filing jointly, both spouses must be present.
  • Original photo identification such as driver’s license, school, employer, military or state ID for you and your spouse (if married).
  • Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse and dependents.
  • Birth dates for you, spouse and dependents.
  • All Forms W-2 and 1099.
  • Forms 1095-A, B or C (ACA Statements).
  • Information for other income.
  • Information for all deductions (including charitable contributions)/credits.
  • Total paid to daycare provider and their Tax ID number.
  • For direct deposit of refund, proof of account and bank’s routing number.
  • Identity Protection (IP) PIN.
  • A copy of last year’s tax return, if possible.

Free Tax Prep services are delivered through the IRS Volunteer Income Tax Assistance (VITA) program with the primary objective to serve low- and moderate-income families. A full list of returns eligible to be prepared by Free Tax Prep volunteers is available for download: IRS Publication 3676-A.pdf.

I understand that I need to bring the above items for volunteers to prepare my tax return, and that I will not have my taxes prepared if one or more of the above items are missing.

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