List of Docs to Bring

Failure to bring all required documentation with you to your appointment will delay your assistance. We require below documents:

  • Photo Identification
  • Social Security Card for all tax payers and dependents
  • All Income Tax Forms like W-2s, 1099s etc
  • Healthcare Forms
  • Supporting documents for all other income, expenses, deductions and credits
  • For Direct Deposit, bank routing and account number are needed.

Please note after reviewing your documents we may request additional information to complete your application.

Within minutes of making your appointment, you should receive a confirmation email with a calendar appointment attached to the email. In addition, you will also receive a phone reminder the day before your appointment.

Appointments can be changed or canceled at any time on this website. You can also make or cancel an appointment at any time (24/7) using our automated phone system by dialing (540) 466-8448 and following the instructions.


Valley VITA is a FREE tax preparation service offered by United Way of Greater Augusta for any community member whose household income is below $56,000 a year.

Locations of United Way of Greater Augusta's Volunteer Income Tax Assistance (VITA) Program sites

  • United Way of Greater Augusta, 24 Idlewood Blvd, Ste 106-112, Staunton, VA 24401
  • Stuarts Draft High School, 1028 Augusta Farm Rd, Stuarts Draft, VA 24477
  • Booker T Washington Center, 1114 W. Johnson Street, Staunton, VA 24401