BronxWorks Heights Older Adult Center (OAC) is currently closed. Older adults needing meals or case assistance can go to the Morris Innovative OAC or the East Concourse OAC. Call 929.430.3103 for assistance.

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Tax & Financial Assistance Services

BronxWorks offers free tax preparation services and other financial services to qualifying New Yorkers, including debt reduction resources, financial counseling and education, and budgeting skills.

Contact Us.

Betty Ann Tamaisar, Department Director
718.993.8880 or 347.773.1686
btamaisar@bronxworks.org

Volunteer Income Tax Assistance Program (VITA)

The Volunteer Income Tax Assistance (VITA) Program is a free income tax service for New York City residents who have an income of $72,000 or less with dependents, regardless of immigration or naturalization status. This service is designed for low- to moderate-income individuals, persons with disabilities, the elderly, and limited English speakers.

BronxWorks VITA tax preparers are IRS-certified and trained.  BronxWorks has operated a VITA site since 2007 and assists an average of 5,000 clients prepare their tax returns each year. This program operates from January to April each year.

No income is needed to qualify for the VITA program. However, individuals/families will need the following:

  • An annual income of $50,000 and below if filing single
  • An income less than $72,000 if filing with a spouse and/or claiming someone other than themselves

Clients are also able to apply for the Advanced Child Tax Credit with our VITA tax preparers.

Workforce Development Main Office

550 East 142nd Street
Bronx, NY, 10454

TAXES@bronxworks.org

Phone:
718.993.8880

Click for map and directions

Tax Preparation Document Checklist

  • Photo ID for you and your Spouse.
  • Social Security cards for EVERYONE!!!
  • Childcare agency’s ID, or the name and Social Security number of the childcare provider.
  • Sample check or a bank statement for direct deposit.
  • W-2s for all jobs you’ve held in the prior year and all 1099 forms (if paid in cash or checks).
  • 1095-A – Health insurance through marketplace.
  • Form 1098-T if you paid tuition for post-high school education.
  • 1099-G for unemployment benefits

Make an appointment now!

Through the Robin Hood VITA Pilot program, we offer optional assistance to individuals with dependents during tax season who completed their taxes at any of the BronxWorks Workforce Development VITA sites to achieve self-sufficiency through employment services, financial counseling, training opportunities, and access to benefits.

Bronx-PEACH

The BronxPromote Earned Income Tax Credit to Support At-Risk Children (Bronx-PEACH) program is a collaboration between BronxWorks and Montefiore Medical Center to assist qualified residents in the northern Bronx who are disproportionately at risk for Adverse Childhood Experiences to utilize the free BronxWorks VITA Program.

With Bronx-PEACH, the VITA Program will help residents in preparing their taxes and applying for the Earned Income Tax Credit (EITC). Targeted zip codes include 10458, 10461, 10462, 10463, 10466, 10467, 10468 & 10469.

Clients referred to BronxWorks who live in the eight targeted zip codes will have their taxes done virtually. Taxes will be prepared utilizing three platforms that are HIPPA-compliant:

  • Microsoft Teams for video conferencing
  • TaxSlayer Customer Portal to share and sign documents

No income is needed to qualify for the Bronx-PEACH program. However, individuals/families will need the following:

  • An annual income of $50,000 and below if filing single
  • An income less than $72,000 if filing with a spouse and/or claiming someone other than themselves

 

Workforce Development Main Office

550 East 142nd Street
Bronx, NY, 10454

BronxPEACH@bronxworks.org

Phone:
718.993.8880

Click for map and directions

Tax Preparation Document Checklist

  • Photo ID for you and your Spouse.
  • Social Security cards for EVERYONE!!!
  • Childcare agency’s ID, or the name and
  • Social Security number of the childcare provider.
  • Sample check or a bank statement for direct deposit.
  • W-2s for all jobs you’ve held in the prior year and all 1099 forms (if paid in cash or checks).
  • 1095-A – Health insurance through marketplace.
  • Form 1098-T if you paid tuition for post-high school education.
  • 1099-G for unemployment benefits

Make an appointment now!

Financial Empowerment (OFE) Center Program

The Financial Empowerment Center program is a Department of Consumer and Worker Protection partner assisting New Yorkers with low incomes by providing services to increase access to high-quality financial education and counseling, safe and affordable mainstream banking, and income-boosting tax credits and savings.

The program also helps NYC residents reduce debt, strengthen their credit score, develop routine savings practices, balance a budget, open a bank account, separate personal and business finances, and much more!

Walk-ins are welcome at any of our locations, but you can click here to make an appointment.

We also offer Remote Services Thursdays 10 a.m. – 6 p.m. and Fridays 9 a.m. – 5 p.m. Call 917.697.2477.

  • Workforce Development Main Office

    550 East 142nd Street
    Bronx, NY, 10454

    Contact:
    Karla Velasquez, Financial Empowerment Center Director
    kvelasquez@bronxworks.org

    Phone:
    718.993.8880 or 347.869.5495

    Schedule:
    Monday – Friday 9 a.m. – 5 p.m.

    Click for map and directions
  • Twin Parks West

    355 East 183rd Street
    Bronx, NY 10458

    Contact:
    Herbert Green, Financial Counselor
    hgreen@bronxworks.org

    Phone:
    917.697.2477

    Schedule:
    Monday 10 a.m. – 6 p.m.
    Tuesday 9 a.m. – 5 p.m.

    Click for map and directions
  • Carolyn McLaughlin Community Center

    1130 Grand Concourse
    Bronx, NY 10456

    Contact:
    Sharon Fortis, Financial Counselor
    sfortis@bronxworks.org

    Phone:
    917.697.2065

    Schedule:
    Wednesday 9 a.m. – 5 p.m.
    Second and Fourth Saturday of every month, 9 a.m. – 3 p.m.

    Click for map and directions

Community Impact

In 2021, the Bronx PEACH program assisted 1,433 people with information on tax credits.