In-Person Appointment Preparations

In Person Tax Preparation on Saturdays

 

Thank you for making an appointment to have your 2022 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.

 

COVID vaccination is strongly recommended for all in person clients and volunteer tax preparers. Masks are recommended but not required for much of the campus.  We ask that all in our community Keep Masks in Mind by carrying a mask with them and respecting individuals who need or choose to wear a mask.  No one should attend the tax preparation session if they are feeling unwell or have a fever.  Email us at VITA@UMBC.edu to request rescheduling or 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.

 

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, please email VITA@umbc.edu for a secure login to upload your documents.  A volunteer will review your materials to 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 to complete the preparation process.  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.