Tax Preparation: What Are My Options



The IRS has several options for those who want to prepare their own tax returns. For taxpayers with an Adjusted Gross Income of $79,000 or less, free tax software is available. Free fillable forms are available to any income level. The link below will get you to the IRS website.Software providers, such as Turbo Tax, also offer paid options. 

Tax Preparation Assistance - IRS
The IRS’s Volunteer Income Tax Assistance (VITA) program has been providing free tax preparation services for more than 50 years. This quality service is not only free but staffed by qualified volunteers who must pass tax law training provided by the IRS.  

Who Qualifies: 

  • Generally, people who make less than $64,000 per year. 

  • People with disabilities. 

  • Limited English-speaking taxpayers.  

The IRS website has a locator tool to find local VITA sites. 

The Tax Counseling for the Elderly (TCE) is another available program that is similar to VITA. 

What If I Need More?

For taxpayers that have complex tax matters, want to explore ways to reduce their overall taxes, or those who operate a business, a Certified Public Accountant (CPA) is a great investment. CPAs are trained professionals who understand the complexities of tax law, how to utilize planning strategies to reduce tax liabilities, and are well versed in business advisory skills to help your business flourish. 

Accounting professionals are required to undergo extensive testing, require a college degree, and thousands of hours of experience to earn the title of CPA. This makes CPAs uniquely positioned to assist people with nearly every financial situation from tax preparation and bookkeeping to personal finance advice, and much more. 

To find a local trusted advisor check out the MICPAs ‘Find A CPA’ tool.  

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