Step 4: Intake & Interview with VITA Tax Preparer
When you are called, you will come into the designated area. FACE MASKS MUST BE WORN! Otherwise, we will be unable to assist you. You will provide your completed 13614-C Intake & Interview form, along with your tax documents. Your VITA Tax Preparer will enter your information and upload your documents into a secured portal, GetYourRefund.org. Through a partnership with Code for America, GetYourRefund.org and the IRS, this process has been authorized specifically for VITA programs to ensure that the highest standards of client confidentiality is guaranteed.