(203) 736-5420 info2@teaminc.org

Support Services

Financial Assistance

VITA (Volunteer Income Tax Assistance)

TEAM offers free tax preparation and filing through the Volunteer Income Tax Assistance (VITA) program. IRS-trained volunteers help taxpayers prepare basic tax return forms, where the primary source of income is from wages and salaries. The tax returns are filed electronically at no cost.

VITA aims to:

  • Increase the number of working families that qualify for the Earned Income Tax Credit (EITC) and the Child Care Tax Credit (CTC)
  • Reduce the amount of EITC and CTC tax dollars lost to tax preparation fees
  • Increase the number of free tax preparation sites
  • Promote the use of EITC and CTC dollars as a gateway to asset building through financial literacy training

Eligibility Requirements

VITA offers free tax help to low- to moderate-income people (annual household income of $64,000 and below).

VITA Locations

TEAM, Inc.

30 Elizabeth Street
Derby, CT 06418

Milford Senior Center

9 Jepson Drive
Milford, CT 06460

Beacon Falls Senior Center

57 N. Main Street
Beacon Falls, CT 06403

All locations are in-person and by appointment only.

Please call 211 or go online to www.211ct.org to schedule an appointment at the Milford Senior Center or TEAM in Derby.

Call (203) 516-8498 to make an appointment at the Beacon Falls Senior Center.

Items you need to bring to have your tax returns prepared:

  • Completed Intake sheet (Form 13614), mailed with your appointment confirmation
  • Photo identification for primary and secondary tax payer (if applicable)
  • Social Security cards for primary, secondary, and any dependents
  • Or Social Security verification letter, SSA-1099, Medicare card, or ITN card
  • Birth Dates for primary, secondary, and dependents on the tax return
  • Wage and earning statement(s) Form W-2, 1099-R, from all employers
  • Other relevant information about income and expenses, including interest and dividend statements from banks, miscellaneous income (Form 1099-MISC), unemployment, gambling winnings (Form W-2G), and self-employment income and expense statements
  • Copies of last year’s Federal and State returns, if available
  • Bank routing numbers and account numbers for refund direct deposit
  • For child & dependent care credit, a statement for the care provider with the provider’s name, ID number, and total paid for day care
  • Affordable Health Care Statements (Form 1095-A, 1095-B, or 1095-C), if applicable
  • Student Loan Form 1098-E, if applicable