County Sites

SCHEDULE YOUR TAX APPOINTMENT TODAY!

Get started by finding a site below near you!

 

Serving Albany, Columbia, Greene, Rensselaer, Saratoga, Schenectady, and Schoharie counties, our trusted VITA program guarantees your tax information remains confidential.

Sites fill up quickly—book your appointment for the 2025 tax season today! Check the list below to find a location near you. Some sites offer online booking, while others require a direct phone call.

We proudly offer 100% FREE Federal and New York State tax preparation for families and individuals earning approximately $67,000 or less. If your income exceeds this threshold, please contact Andrew Kochian at andrew@unitedwaygcr.org or call 518-456-2200, as some sites may still be able to assist with your return.

The deadline to file your taxes is April 15, 2025.

To ensure your tax return is prepared accurately, please bring the following:

Required Items

  1. Social Security Cards
    • For yourself, your spouse (if filing jointly), and all dependents.
    • Copies or pictures are acceptable.
    • These are essential for ID verification and preventing identity theft.
       
  2. Photo ID
    • For you and your spouse (if filing jointly).

Recommended Items

  • Bank Account Information: Routing and account numbers for direct deposit.
  • Previous Tax Returns: Federal and NY State returns from last year (if applicable).
  • Identity Protection PIN (if applicable): If you were a victim of identity theft and received an IRS IP PIN, bring the most recent one (IRS Letter CP01A). Retrieve it online or call the IRS at 800-908-4490 if needed.

Income Documents

Bring all applicable forms for any income received:

  • Wages: Form W-2.
  • Unemployment: Form 1099-G (retrieve online at NYS Tax if needed).
  • Social Security Benefits: Form SSA-1099.
  • Pension Distributions: Form 1099-R.
  • Self-Employment Income: Forms 1099-K, NEC, or MISC (check ride-share accounts for forms).
  • Gambling Winnings: Form W-2G.
  • Brokerage Statements - Sale of Stock: Form 1099-B, Dividens: From 1099-DIV, Interest: Form 1099-INT.
  • Other Income: Bring any additional tax forms showing income not listed here.

Expense Documents

If applicable, bring forms for these deductible expenses:

  • Mortgage Interest: Form 1098.
  • College Tuition: Form 1098-T (available via the student’s college account).
  • Student Loan Interest: Form 1098-E.
  • Health Insurance: Form 1095-A (from NY Marketplace, if applicable).
  • Charitable Contributions: Summary of donations (cash and non-cash).
  • Child Care Expenses: Provider details and amounts paid.
  • Self-Employment Expenses: Itemized business expenses (e.g., mileage, supplies).

If unsure about your documents, email Andrew Kochian at andrew@unitedwaygcr.org for assistance.

    Albany County

    Albany Community Action Partnership
    333 Sheridan Ave, Albany
    To make an appointment, call 518-463-3175
    Se habla español

    Albany Public Library
    161 Washington Ave, Albany
    To make an appointment, click here.

    Catholic Central School
    347 Old Loudon Rd, Latham
    To make an appointment, click here.

    Catholic Charities of the Diocese of Albany
    40 North Main Ave, Albany
    To make an appointment, click here.

    RCS Community Library
    95 Main St, Ravena
    To make an appointment, click here.

    SUNY Albany Husted Hall
    135 Western Ave, Albany
    To make an appointment, click here.

    Trinity Alliance
    15 Trinity Pl, Albany
    To make an appointment, click here.

    Columbia County

    Columbia Opportunities
    540 Columbia St, Hudson
    To make an appointment, call 518-828-4611

    Greene County

    Community Action of Greene County
    7856 Route 9W, Catskill
    To make an appointment, call 518-943-9205

    Montgomery County

    Fulmont Community Action Agency
    20 Park St, Fonda
    To make an appointment, call 518-853-8356

    Rensselaer County

    Commission on Economic Opportunity (CEO)
    2328 Fifth Ave, Troy
    To make an appointment, call 518-272-6012

    Hoosick Falls VITA
    26 John St, Hoosick Falls
    To make an appointment, click here.

    Hudson Valley Community College
    80 Vandenburgh Ave, Troy
    To make an appointment, click here.

    Saratoga County

    CAPTAIN Community Human Services
    5 Municipal Plaza, Suite 3, Clifton Park
    To make an appointment, click here.

    Lifeworks Community Action
    39 Bath St, Ballston Spa
    To make an appointment, click here.
    Se habla español

    Mechanicville Area Community Services Center
    6 South Main St, Mechanicville
    To make an appointment, call 518-664-8322

    Schenectady County

    Phyllis Bornt Branch Library
    948 State St, Schenectady
    To make an appointment, click here.

    Union College Virtual Preparation, Located at Schenectady Public Library
    99 Clinton St, Schenectady
    To make an appointment, click here.

    Schoharie County

    Schoharie Office of Aging
    113 Park Pl., Suite 3, Schoharie
    To make an appointment, call 518-295-2001

    AARP Tax Filing

    Albany Tax Prep
    Please Dial: 518-218-6740

    Colonie & the Capital District Tax Prep
    Please Dial: 518-704-4261 or
    518-459-2857 ext. 310

    Guilderland Public Library Tax Prep
    Please dial: 518-313-6324

    Cohoes Tax Prep
    Please dial: 518-235-2420

    Delmar & Bethlehem Tax Prep
    Please dial: 518-439-4955 ext. 1176

    Valatie Tax Prep
    Please dial: 518-325-4337

    File Online

    Use MyFreeTaxes.com to self-file online in an hour or less—with live chat support when needed! Powered by United Way & the IRS, it's safe, secure, and guarantees your maximum refund. Get started today!