Preparing For Your Tax Appointment

We want you to get all the money you worked for this past year. Our tax filing clinics can help if you qualify.

Do I Qualify for Free Tax Filing Services?

  • Is your family’s 2025 total income $70,000 or less?
  • Do you live in central Ohio?

If you answered yes -- you qualify! No fees, no charges, no hidden catches. Just free expert help from trusted partners like Nationwide Children’s Hospital, United Way of Central Ohio, CelebrateOne and StepOne.

How Do I Schedule an Appointment?

A scheduled appointment is required. 

  • Appointment scheduling opens in January, with appointments available February through April. Scheduling closes once all appointments are full.
  • Please use our online scheduling tool to schedule your appointment. If you need assistance, please contact us.
  • Visit the Locations page for more information about days, hours and the types of services offered at each clinic.

What Should I Bring to my Appointment?

Identification

Identification (ID)

  • Picture ID for you and your spouse (Driver’s License, State ID or Passport) *
  • Social Security or ITIN (card or copy of card) for you, your spouse and any dependents *
Tax Forms

Tax Forms

  • W2s
  • Other income forms like 1095, 1098 or 1099
  • Social Security income statements
  • Pension income statements
  • Health insurance forms, such as 1095-A or 1095-C
Expense Documents

Expense Documents

  • Child care provider expenses
  • Tuition, student loan and school expenses
  • Receipts
  • Mileage logs
  • “Gig” documents from places like Uber or Lyft
Other

Other Important Items

  • Routing and account numbers for direct deposit
  • Last year’s tax return (if available)

*Required Document

What Should I Expect at My Appointment?

  • You will meet individually with a certified tax specialist.
  • We will prepare your taxes, review your return for accuracy and go over them with you before filing.
  • We won’t file unless you give us the final okay.
  • The appointment will last approximately one hour for single year returns and two hours for multiple year returns.