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Tax Preparation

Catalyst Miami offers free tax preparation services for households earning $65,000 or less annually. We help clients file their taxes and navigate other tax-related needs.

Note: We will open tax appointments for the 2024 filing season in late January. 

Did you know? You can also file for free with IRS Free File! This brand-new pilot program is easy to use for simple tax needs. Find out if you're eligible at https://directfile.irs.gov

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

Sign up by 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.

Note: We will open tax appointments for the 2024 filing season in late January. 

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