Services
Volunteer Income Tax Assistance
CEO is offering both in-person and online (virtual) tax preparation in 2025 for the filing of 2024 taxes.
Virtual VITA means that taxpayers who meet the eligibility criteria will upload his/her/their tax documents to a secure IRS sponsored website called “Get Your Refund” and a certified volunteer tax preparer will complete the taxes and file them upon approval from the taxpayer. In-person services will be available in a limited capacity on Wednesdays during tax season.
Eligibility
Guidelines
To be eligible for CEO VITA services in 2025 you must:
- Have a household income of less than $67,000 in 2024
- Have worked in New York State
- Have not receive income from rental property
- Have not receive military pay
- Have not sold a house, stocks, bonds or other financial assets in 2024
- Have not declared bankruptcy in 2024
- Have not sold, exchanged, or otherwise disposed of virtual currency in 2024
- And, if you are self-employed, you don’t have any employees or inventor/depreciation/ business expenses worth more than $5,000
AARP
Tax Preparation
CEO is not hosting AARP tax preparation. Please call 1-888-227-7669 for more information and to find an AARP site near you.
Required Documents
The following documents need to be uploaded in Get Your Refund:
- A Social Security Card (or ITIN letter) for each taxpayer who will sign the return and all dependents
- A photo identification (both front and back) for each taxpayer who will sign the return
- W-2 forms for all jobs worked in 2024
- All 1099 and 1098 forms you received for 2024
- SSA-1099 if you received social security benefits in 2024
- 1099-G if you received unemployment benefits in 2024
- If you received your health insurance through the NY State of Health (known as the Marketplace), your 1095 A
- If you paid for childcare in 2024 and wish to deduct it: a copy of the provider’s name, complete address, and tax identification number
- If you wish to have your refund automatically deposited: a voided check or savings account deposit slip showing your account numbers
Contact Us
If you have questions on the VITA program or about your previous years filing with us, please contact our offices.
Phone: (518) 272-6012, ext. 333