Appointments

Book your appointment online or call one of the following locations to schedule your appointment.

Orange County

  • Orange County VC55 plus VITA
  • Appointment phone line open, call to make your appointment today!
  • Call: 919-245-4242 (English)
  • Call: 919-245-2010 (Spanish)
VITA Appointment Booking Website

For non-English speaking clients, please have a bilingual person make the appointment and attend the appointment to interpret.

Locations:

  • Passmore Center
    103 Meadowlands Drive
    Hillsborough, NC 27278
  • Seymour Center
    2551 Homestead Road
    Chapel Hill, NC 27516

Chatham County

  • Chatham County Council on Aging VITA
  • Senior Centers (Pittsboro and Siler City)
  • Call: 919-542-4512 (English)
VITA Volunteer with Client

For non-English speaking clients, please have a bilingual person make the appointment and attend the appointment to interpret.

What to Bring to Your Appointment

  • Photo ID, Social Security Cards and birthdates, or ITIN Letter for everyone named on return
  • Copies of 2016 federal and state tax returns
  • All documents regarding income received in 2017: W-2 forms, social security income, pension, unemployment, retirement income, other work forms showing earnings
  • If you are self-employed and eligible, bring receipts for expenses and statements of income.
  • Interest and dividend statements from banks and investments (Forms 1099)
  • Home sold in 2017: All records of home sales, including closing statements for original purchase and sale of your home
  • Stock sales in 2017: All records of stock sales and the date and price of original purchase
  • Dollar totals by category for medical expenses (doctor, dentist, hospital, prescriptions, parking and miles driven to doctor/dentist) and charitable donations and volunteer mileage.
  • Amounts paid for day care or afterschool care and provider’s identifying tax number
  • Education Credits: 1098T statement along with receipts for books. Bring statement from your college about expenses.
  • Receipts for mortgage interest, personal property tax, real estate tax, vehicle tax
  • Form(s) 1095 Affordable Health Care Insurance Statement from the Marketplace and if you have dependent(s), bring all their income information. View the Affordable Care Act website or Healthcare.gov Taxes page
  • Both spouses must be present to sign joint returns.
  • Bank routing and account numbers such as on a check for direct deposit of eligible refund.
  • Phone number where you can be reached day and night; Email address if available
  • Any and all information you receive from the IRS