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.

Appointments for the 2025 tax season open on January 13, 2025. Some sites allow online booking, while others require you to call directly. Check the list below to find a location near you and schedule your appointment.

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, call 518-288-3206
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

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