2024 Schedule Above!

BetterFi, with assistance from students of the University of the South, the South Cumberland Plateau AmeriCorps Program, and the IRS, provides free tax assistance to residents of Bedford, Coffee, Franklin, Grundy, Marion, and Moore counties who make under $64,000 per year.

You can find our current schedule on the flyer shown on this page. Please watch this space and our Facebook page (fb.com/betterfi) to keep up with announcements and the schedule!

Each location is keeping a list of appointments, so please contact the location on the flyer to book one of the time slots.

Please review required documents below before arrival.

If you would like to schedule an appointment at our Coalmont office on a weekday morning, please contact us using the contact page, or call/text us as (931) 313 9942.

Near Chattanooga? You can see information about Hamilton Co. VITA sites by clicking HERE.

If you would like to file online yourself or with help from someone electronically, you can do so for free at www.getyourrefund.org.

If you are interested in hosting us to file on-site tax returns, please email georgia@betterfi.co.

Please review all required documents and information prior to coming to file your taxes.

 

REQUIRED DOCUMENTS

Each resident filing with the Volunteer Income Tax Assistance program MUST bring the following:

  • Proof of identification (a photo ID)

  • Social security cards (if filing jointly, BOTH cards for BOTH individuals must be present)

  • Wage and earning statements (W-2, 1099, etc.)

  • Dividend and interest statements (if this applies to the resident filing)

  • Birth dates of the resident(s) and dependent(s)

  • A banking account and routing numbers for direct deposit of resident’s refund (found on a blank check)

If a resident filing does NOT have a social security card, then he/she must bring an IRS Individual Taxpayer Identification Number (ITIN) assignment letter.