Virtual Tax Prep 2021

Welcome to our 2021 Tax Season

CTA is going virtual! Due to COVID-19, we are offering free, remote tax-preparation services. Unfortunately, we will not be offering in-person services at this time. Free Service is provided for those low-income taxpayers within our income limits, up to $35,000 income for individuals and $56,000 income for families with less than $3,600 Investment Income (Capital Gains, Interest, Dividends ...)

Pre-COVID, CTA worked out of seven storefronts, community donated office space. If we prepared your tax return last year at one of our locations, see below

To participate in virtual tax prep, we ask you to have the following:

  • a smartphone, tablet or computer with webcam and access to the internet.

  • a volunteer from your Storefront will contact you to set up a virtual appointment; we'll send you a link to connect! You have the options for a phone call or video call interview.

  • We'll work on your taxes, the manager will review and you can approve virtually.

  • For all clients, please note that turnaround times may take up to a week.

Storefronts

Bronx - NOS QUEDAMOS (appointment scheduled after receiving documents)
How to send us your tax documents: Online form, mail, fax or CTA Drop Off location only

Brooklyn - Bed Stuy - IMPACCT Brooklyn (appointment scheduled after receiving documents)
How to send us your tax documents: Online form, mail, fax or CTA Drop Off location only

Brooklyn-
East NY Clubhouse (appointment scheduled after receiving documents)
How to send us your tax documents: Online form, Drop Off at organization location or CTA Drop off location

Manhattan - Chelsea - Hudson Guild (Appointment by Hudson Guild)
How to send us your tax documents: Online form or Drop Off at organization location or CTA Drop off location

Manhattan - Fountain House (Appointment by Fountain House)
How to send us your tax documents: Online form, mail, fax, Drop Off at organization location or CTA Drop off location

Manhattan - Mid-Westside - Housing Conservation Coordinators (Appointment by HHC)
How to send us your tax documents: Online form, mail, fax, Drop Off at organization location or CTA Drop off location – drop off at HCC by appointment only and with strict observation of COVID-19 safety precautions.

Manhattan - Upper-Westside - Goddard Riverside (Appointment by Goddard Riverside)
How to send us your tax documents: Online form, mail, fax, Drop Off at organization location or CTA Drop off location

Queens - Corona - Office of Assembly Member Jeffrion Aubry (Appointment scheduled after receiving documents)
How to send us your tax documents: Online form, mail, fax, Drop Off at organization location

New CTA Clients (Appointment scheduled after receiving documents)
How to send us your tax documents: Online form, mail, fax or CTA Drop Off location only

Four ways to get your tax documents to CTA:

(Remember to include your contact information when corresponding.)

  1. The online Client Intake form (below)

  2. CTA Drop off location (Enclosed in a sealed envelope and make copies of all tax documents)
    Office of Assembly Member Jeffrion Aubry
    98-09 Northern Blvd, Corona, NY 11368
    Tuesdays, Thursdays or Fridays from 1pm to 5pm

  3. Facsimile - (212) 801-1062

  4. Mail - CTA Cathedral Station, PO Box 1040, New York, NY 10025

Tax Documents

  • A copy of last year’s tax return (or the last tax return you filed).

  • All W-2 and/or 1099 forms, self-employment records and any other income information including Social Security and SSI for you and your dependents.

  • Forms or notices received from the Internal Revenue Service or the New York State Tax Department.

  • Social Security cards (or ITINs) and photo ID’s for yourself and anybody you support and a State Issued ID and/or Drivers license if you have one.

  • Health insurance information for yourself and your dependents: Form 1095A, 1095B or 1095C if available and your insurance cards.

  • STUDENTS: Form 1098-T as well as a bursar’s receipt showing tuition you paid from your personal funds and what was paid by loans. Also bring receipts for books and a computer if you purchased one.

  • Bank account number and routing number for direct deposit of any refund you may receive.

  • STIMILUS PAYMENTS – A copy of Notice 1444 and the amount of the payment you received.

  • DIRECT DEPOSIT of your refund is the fastest way to get your money. If you do not have a bank account and would like DIRECT DEPOSIT, now is a good time to open an account. Visit a bank for more information regarding fees.

Before you begin our online Client Intake form process

  1. Gather all relevant tax documents.

  2. Scan the documents or prepare to take pictures of them.
    (If you cannot see/read your documents, we cannot read your documents.)
    Please keep your hands steady when taking pictures of your documents.

  3. You may now begin using our online form.


Are your ready to sign up for virtual tax prep?

Start Here