Lee News

Lee Partners with IRS to Provide Free Tax Prep, Financial Planning and Budgeting

The business department at Lee University will partner with the Internal Revenue Service’s (IRS) Volunteer Income Tax Assistance (VITA) program once again to offer free tax preparation on Tuesday evenings Feb. 9 through April 5.

IRS-certified junior and senior accounting students will provide assistance at the Walker Memorial Building in Room 101 from 4-7 p.m., by appointment. In addition, Lee’s Phi Beta Lambda chapter will be offering free financial planning and budgeting sessions simultaneously with VITA. These sessions will be held one-on-one with either individuals or families.

The VITA program at Lee, now in its ninth year, is a tax return preparation service for any qualified individuals or families whose maximum gross income does not exceed $50,000.

Returns will be filed electronically to the IRS. Taxpayers coming to the VITA site must have the following documents: photo ID, Social Security cards for everyone listed on the tax return, and source documents to prepare tax returns. If insurance was purchased through the Marketplace, Form 1095-A must be brought in order to receive assistance.

To schedule an appointment, please sign up in person during the week of Jan. 25-29 and Feb. 1-3 in the lobby of Lee’s Higginbotham Administration Building between the hours of 9:30 a.m. and 3:30 p.m.
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