Ceiba provides FREE federal and state tax preparation services to low income families. Ceiba views tax preparation as a gateway to asset building, so be sure to inquire about the other asset-building opportunities and services that Ceiba has to offer after receiving free tax preparation assistance!

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Schedule

TAX SEASON (end of January-April 15th)

By appointment only

REST OF THE YEAR

Select days, Monday-Friday, by appointment only

Frequently Asked Questions

WHAT DO I NEED TO BRING TO MY APPOINTMENT?

Items listed below are REQUIRED:

  • Taxpayer(s)** valid photo identification

  • Original Social Security Card or ITIN of taxpayer(s)** and all dependents

  • Income documentation (including W2 forms, cash income, or 1099-MISC)

  • If you would like direct deposit, either a voided check or bank statement

**If filing Married Filing Jointly, both spouses will need to present ID, SSNs or ITINs, and be present to sign the return, regardless of whether both spouses work or not.

Bring the following forms if they apply to you:

  • 1099-MISC (miscellaneous income)

  • 1098-T (educational expenses)

  • 1099-INT or 1099-DIV (interest or dividends)

  • 1099-G (state/local tax refund)

  • 1099-G (unemployment compensation)

  • 1098 (home mortgage insurance)

  • 1098-E (student loan interest)

  • 1099-SSA (social security)

  • 5498-SA and 1099-SA (health savings account)

  • 1099-A or 1099-C (cancellation of debt)

  • 1095-B, 1095-C, 1095-A (health insurance)

  • Identity Protection Pin (issued by the IRS after an occurrence of identity theft)

  • Documentation of expenses if self-employed or cash-income

WHERE'S MY REFUND?

For information about your Federal Tax Refund, call the IRS at 1-800-829-1954 or visit the IRS website.

For information about your PA State Tax Refund, call 1-888-728-2937 or visit the PA Department of Revenue website.

CAN CEIBA DO MY TAXES?

Below is a list of tax returns that Ceiba's VITA tax site is not qualified to do:

  • Business returns with more than $5,000 of expenses

  • Complicated Capital Gains/Losses

  • Rental Income/Losses

  • Employee business expenses

  • Moving/Relocation expenses

  • Minor's investment income

  • Joint Business returns or Partnerships

  • International Returns

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