Free Tax Preparation in Lancaster, Ohio

Free Tax Preparation Services

The United Way of Fairfield County offers free tax return preparation through the VITA (Volunteer Income Tax Assistance) and TCE (Tax Counseling for the Elderly) programs.

My Free Taxes (opens in a new tab)

Program Overview

Basic tax return preparation for households earning $69,000 or less. If your income is below $89,000, you can file yourself for free at myfreetaxes.com (opens in a new tab).

TCE Program

Tax preparation services are also available through the TCE program for individuals 60 years and older — even if income exceeds $69,000.

What We Can Help With

• Federal, state, and school district returns

What We Cannot Prepare

• Rental income
• Schedule C (business) with losses, expenses over $50K, depreciation, or employees
• Complex capital gains/losses (Schedule D)
• Inherited property
• Farm income
• Schedule K-1 (investment-only returns may be allowed)

Please see a paid preparer if your return falls into any of these categories.

What to Bring

• Valid photo ID (you and your spouse)
• Social Security cards or statements for everyone listed on the return
• All wage/income documents (W-2, 1099-R, 1099-MISC, etc.)
• Interest and dividend statements (1099-INT, 1099-DIV)
• Self-employment information: income, expenses, mileage, 1099-NEC/K forms
• Copy of last year’s tax return (if available)
• Bank routing & account number for direct deposit
• Childcare provider info: name, tax ID, and amount paid
• Form 1095-A (Health Insurance Marketplace Statement)
• IRS Identity Theft PIN if you receive one

Note: for married filing jointly, both spouses must be present to sign.

Drop-Off Appointments

• If married filing jointly, both must be available to sign drop-off forms. Drop-offs are by appointment only.
• Bring ID, Social Security cards, and all tax documents.
• Complete and sign all forms at drop-off.
• A brief interview is required at drop-off.
• We will call when your return is ready for review and signature.
• Returns are e-filed after final review and approval.

Forms

• Intake/Interview and Quality Review Sheet (PDF) (opens in a new tab)
• Virtual VITA/TCE Taxpayer Consent (PDF) (opens in a new tab)

Need Help Now?

You can also complete your own return for free using myfreetaxes.com (opens in a new tab).