BCOC's Volunteer Income Tax Assistance program!
Thank you to our sponsors:
To Schedule an Appointment with BCOC's Free Tax Preparation Program: Download the FLYER.
All appointments must be made in person at one of our three locations. This is the only way to schedule an appointment. You can go to any one of the three locations, note that each location has unique days and hours. Please bring all of your tax documents with you when you come in to make an appointment as you may have the opportunity to have your taxes processed that day or drop them off.
Tax Preparation Locations
All appointments must be made in person at one of our three locations. This is the only way to schedule an appointment.
Now through April 15, Walk-in for an appointment only during scheduled tax preparation dates and times:
Lower Bucks- Levittown: Foxwood Manor Apartment Complex,
2180 Veterans Highway Levittown, PA 19056
No new appointments are being accepted at Foxwood Manor.
Middle Bucks- Warminster: This site is closed for 2017.
Upper Bucks - Quakertown: Bucks County Opportunity Council’s Quakertown Office, 136 C Mill Road, Quakertown PA 18951
Hours: Wednesday 4-8 pm and Saturday 9:30-2pm.
Things to Bring to Your Appointment: Click here for a printable flyer with these documents
IMPORTANT INFORMATON! Be Prepared for Your Tax Preparation! All appropriate documents are required for tax interview appointment.
Collect Information for everyone in your household
- Photo ID: Valid driver’s license, government or state issued ID is acceptable.
- Social Security Cards: SSN or ITIN document for you and all your dependents.
- Date of birth and relationship: make a list of ALL your household members.
- Current address: it may be different from the address on your employment records.
Gather your documents
- W-2s: for each job held in 2015, for each person in the household filing a return.
- 1099s: showing any other income: unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, or subcontractor work.
- 1098s: for school loans, mortgage and property tax payments.
- NEW!! 1095-A, B or C: for proof of healthcare insurance.
- Income/Interest statements: received for any savings accounts or investments.
- Bank Account Numbers: bring a “blank check” for your refund to be direct deposited.
- Last Year’s Tax Return: is beneficial to help complete an accurate return.
- Business Expenses Limited to $10,000: Self-employed expense receipts and mileage logs.
- Charitable Donations: list of contributions and amounts with receipts or statements.
- Childcare Expenses: daycare name, full physical address, Tax ID or social security number of child care provider with proof of payment statement for full year.
- College: forms 1098-T/1098-E with college statement and any other paid receipts.
- Educator Expenses: “out of pocket” school supply receipts for teachers, grades K-12.
- Homeowners: mortgage interest statement, form 1098 and/or real estate taxes paid receipt for tax year 2015.
- Medical Expenses: Doctor, pharmacy, hospital, and supplemental premium statements.
- Property Tax/Rent Rebate: provide PA 1000 RC from landlord or proof of rent paid for the year. Benefits eligible to Pennsylvanians age 65 and older; widowers age 50 and older; people with disabilities age 18 and older. Income limit is $35,000 a year for homeowners and $15,000 annually for renters with half of Social Security income being excluded.
- Retirement/IRA: 2015 proof of contributions or withdrawals and year-end statements.
Other Options for Free to Low Cost Tax Preparation Assistance
AARP for Senior Citizens, http://www.aarp.org/money/taxes/aarp_taxaide or 888-687-2277
Campaign for Working Families in Philadelphia, http://www.cwfphilly.org or 215-454-6483
WWW.MYFREETAXES.COM $62,000 income limits with toll free helpline, 855-698-9435