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Tax Preparation

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

Scroll down to complete the appointment request form!


Did you know? You can also file for free with IRS Free File! This new program is easy to use for simple tax needs. It is available in English and Spanish, with live chat support from IRS agents in both languages. Find out if you're eligible here.

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. 

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

 

Request your Tax Prep Appointment

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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], or call us (or text us) at (786) 744-5079.

*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.

By submitting this intake form, you are OPT-IN and are consenting to receiving SMS text messages from Catalyst Miami for appointments, events and general outreach purposes at any time while inquiring about or receiving services. Message frequency may vary. You may reply STOP to opt-out of future messaging at any point. Reply HELP for more information. Message and data rates may apply.

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