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Tax Preparation

Catalyst Miami offers free tax preparation services to households that generally make $67,000 or less, persons with disabilities and taxpayers whose preferred language is not English.

If you request an appointment, please know that we will respond to you as quickly as possible. Keep in mind that we are very busy during tax season, but we are monitoring requests daily. 

Please click here for a list of other local VITA sites offering free services.

Did you know? There are many free online tax preparation services. MyFreeTaxes includes free federal returns, but only for low-income filers. FreeTaxUsa does not have an income cap and also includes free federal returns.

To check the status of your refund after you have filed your taxes, please click here.

Internal Revenue Service (IRS): 800-829-1040

Callers who are hearing-impaired: TTY/TDD 800-829-4059

 

Frequently Asked Questions

Scroll down to request an appointment using the form on this page.

A team member will contact you to schedule an appointment.

Please keep in mind that we are very busy during tax season, but we are monitoring requests daily.

All appointments are virtual through Zoom. If you need in-person accommodations, please let our intake team know during your call.

  • Wednesdays and Thursdays, 12 p.m. - 9 p.m.
  • Biweekly Saturdays, 10 a.m. - 2:30 p.m.

 

  • Photo ID for taxpayer and spouse (if applicable)

  • Social Security cards or ITIN letter for taxpayer, spouse, and all dependents
  • Identity Theft Protection Pin (if provided by the IRS)
  • Proof of income (W2, 1099-MISC, 1099R, SSA-1099, etc.)
  • Information for credits & deductions (mortgage, tuition, investments, interest, etc.)
  • Small business documents and expenses (if applicable)
  • Tax ID number or Social Security number of daycare provider and amount paid (if applicable)
  • Personal check with account/routing numbers for direct deposit of refund
  • Copy of your previous tax return

  • If you have Overtime income: last paystub from 2025

 

Request your Tax Prep Appointment

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Catalyst Miami's programs and services aim to prioritize those with an income that falls at or below the income level indicated in the chart below.
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Your answer to this question will not guarantee or prevent your participation in our programming.


Income Chart

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After you click Submit, you will receive an email with next steps. We will contact you as soon as possible. If you haven't heard back from us within a week, please send an email to [email protected].

*If you are also interested in assistance with financial coaching, health insurance, public benefits enrollment, or small business assistance, please click here to request an appointment.

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