BronxWorks doors are open as we meet the profound needs of our community during the COVID-19 crisis.

Close

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
718.993.8800 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 $64,000 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.

In order to qualify for the VITA program, individuals/families will need the following:

  • An income of $1 or more
  • An annual income of $48,000 and below if filing single
  • An income less than $68,000 if filing with a spouse and/or claiming someone other than themselves

Hunts Point Multiservice Center: Workforce Development Main Office

630 Jackson Ave
Bronx, NY 10455

1st Floor

TAXES@bronxworks.org

Phone:
347.862.9843

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.

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.

Book an appointment here:

https://bronxworkstaxes.as.me/TaxTime

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
  • Dropbox, to share documents
  • DocuSign, to sign documents

In order to qualify for the Bronx-PEACH program. individuals/families will need the following:

  • An income of $1 or more
  • An annual income of $48,000 and below if filing single
  • An income less than $68,000 if filing with a spouse and/or claiming someone other than themselves

 

Hunts Point Multiservice Center: Workforce Development Main Office

630 Jackson Ave
Bronx, NY 10455

1st Floor

BronxPEACH@bronxworks.org

Phone:
347.896.5044

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.

Book an appointment here:

https://bronxworkstaxes.as.me/PEACH

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.

Hunts Point Multiservice Center: Workforce Development Main Office

630 Jackson Ave
Bronx, NY 10455

1st Floor

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

Phone:
718.993.8880 or 347.869.5495

Click for map and directions

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!