In-Person Appointment Preparations

In Person Tax Preparation on Saturdays

 

Thank you for making an appointment to have your 2021 tax return prepared by UMBC VITA in our In Person process.  If you have not made an appointment, please do so by calling 410-234-8008.

 

All In Person clients MUST be vaccinated, if eligible.  Volunteer tax preparers are also required to be vaccinated.  Everyone present at the tax preparation site must wear a face covering the entire time they are in the facility.  No one should attend the tax preparation session if they are feeling unwell or have a fever.  If these expectations are problematic, email us at VITA@UMBC.edu to request a virtual appointment.

 

UMBC VITA uses the Apartment Community Center near the corner of Hilltop Circle and Walker Ave in Catonsville, MD.  The building does not have a street address so we recommend entering “Hilltop Circle and Walker Ave” into your mapping application.  When you arrive at the site, please call 443-612-4829 to let us know you have arrived.  We have strict capacity limits in our facility and may need you to remain in your car until space is available.  If you do not have a car to wait in, you may enter immediately, especially in case of inclement weather.

 

The first step in preparing your tax return is filling out an informational form. You may also download a pdf version of the form, print and bring the completed document to your appointment.  If you are unable to complete the form in advance, we will give you a paper copy and a space to fill out the form.

 

Once the informational form is complete, you’ll submit it and your tax documents for review.  If you prefer to submit your tax documents in advance, you may do so using our secure smartphone app, TaxesToGo.  The volunteer reviewing your materials will match you with a volunteer preparer who is certified in the tax topics on your tax return.

 

You’ll join your tax preparer at a workstation that is physically distanced from other clients by at least 6 feet.  The tax preparer will prepare your tax return then a second volunteer will check it (called Quality Review).  The tax preparer will walk you through all the information on your return because the accuracy of the tax return is your responsibility.  Once you are satisfied with the content, you’ll sign giving permission for the return to be electronically filed with the IRS and Maryland Comptroller.