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					            Workforce Investment Board Area IV – Shenandoah Valley
         Tax Assistance Locations (VITA only in Lexington/AARP in most areas)
       Virginia Disability Program Navigator Initiative and IRS Partnership (VDIP)
               To integrate persons with disabilities into existing services.
A statewide effort to provide taxpayers with disabilities information on: free tax
help, tax credits, deductions & financial planning resources.
                                      VITA: toll free 1-800-906-9887
                                          (Monday – Friday: 7 am - 10 pm)
Certified volunteers help prepare basic tax returns & with special credits such as: Earned Income Tax
                        Credit (EITC), Child Tax Credit & Credit for the Elderly.
                               Some locations offer free electronic filing!

 Family Income under $40,000 with children, elderly or disabled dependents
 Simple returns ONLY - NO Schedule C or E (business or rental income)
 Must have all tax documents including W-2 and 1099
 Social Security cards required for self, spouse and all claimed dependents

                                      AARP: toll free 1-888-227-7669
                                               (Call for locations/hours)
                                     AARP Tax-Aide Website Locator:
                         https://locator.aarp.org/vmis/sites/tax_aide_locator.jsp
               AARP Sites will provide tax preparation assistance for people with disabilities
                                        (folks over 60 served first).
               No income limits. Assistance with schedule A and disability related expenses.

Staunton IRS - Face-to-face Tax Help. IRS Taxpayer Assistance Centers are your source for
personal tax help when you believe your tax issue cannot be handled online or by phone, and
you want face-to-face assistance. If you need to resolve a tax problem, have questions about
how the tax law applies to your individual tax return, or you're more comfortable talking with
someone face-to-face, visit your local Taxpayer Assistance Center where you can spread out
your records and talk with an IRS representative across the counter. No appointment is
necessary - just walk in. If you prefer, you may call a local number (see chart, below) to learn
about available and alternate services, and to reschedule appointments with IRS personnel. If
you have an ongoing, complex tax account problem or a special need, such as a
disability, an appointment may be requested. All other issues will be handled without an
appointment.
  Multilingual assistance is available in every office. Hours of operation are subject to change.
Note: Click on “Services Provided” in the chart below to see what services are available. Services may
vary from site to site. You can get these services on a walk-in, non-advance appointment basis.
City       Street Address          Days/Hours of Service                                                        Telephone *
Staunton 1600 N. Coalter St.                Monday - Friday - 8:30 am - 4:30 pm                                 (540)
         Staunton, VA                         (Closed for lunch 12 noon - 1 pm)                                 886-2089
         24401               Services Provided:
                             http://www.irs.gov/localcontacts/article/0,,id=159965,00.html

        Note: The phone number in the chart above is not toll free. When you call, you will reach a recorded business
         message with information about office hours, locations and services provided in that office. You may leave a message
         to request an appointment for help resolving a tax issue or to reschedule an existing appointment. You will receive a
         return call within two business days. If face-to-face assistance is not a priority for you, you may also get help with IRS
         letters or resolve tax account issues by phone, toll free at 1-800-829-1040 (individuals) or 1-800-829-4933
         (businesses).
                                    AARP Tax-Aide Locations

PRICE-ROTARY SENIOR CENTER                    305 S DOGWOOD DRIVE, HARRISONBURG, VA 22801-1926

Closing Date: Apr 15, 2008                  Appointment Required: Preferred         Phone: (540) 438-8558
Schedule: Tuesday: 9 am – 12 pm and 2 – 5 pm        Saturday: 9 am – 12 pm

AUGUSTA COUNTY GOVERNMENT                     18 GOVERNMENT CENTER LANE, VERONA, VA 24482-2639
CENTER
Closing Date: Apr 15, 2008                    Appointment Required: No              Phone: (540) 337-7067
Schedule: Wednesday: 2 – 5 pm           Thursday: 9 am – 12 pm and 2 – 5 pm   Saturday: 9 am – 12 pm

WAYNESBORO SENIOR CENTER                325 PINE AVENUE, WAYNESBORO, VA 22980-4709
Closing Date: Apr 15, 2008              Appointment Required: Preferred    Phone: (540) 943-6214
Schedule: Monday: 1 – 4 pm Tuesday: 9 am – 12 pm       Wednesday: 9 am – 12 pm

SHENANDOAH COUNTY LIBRARY                     514 STONEY CREEK BLVD., EDINBURG, VA 22824-9142
Closing Date: March 27, 2008                  Appointment Required: Preferred Phone: (540) 984-8200
Schedule: Thursday: 9:30 am – 2:30 pm

GOOD SHEPHERD LUTHERAN CHURCH      18 W 6TH STREET, FRONT ROYAL, VA 22630-2706
Closing Date: Apr 15, 2008         Appointment Required: No      Phone: None
Schedule: Monday: 9 am – 3 pm Wednesday: 9 am – 3 pm      April 15: 9 am – 3 pm

WAR MEMORIAL BUILDING                       1001 E CORK STREET, WINCHESTER, VA 22601-5575
Closing Date: Apr 15, 2008                  Appointment Required: No Phone: (540) 662-0039
Schedule: Monday through Friday: 9 am – 4:30 pm

ROCKBRIDGE REGIONAL LIBRARY                   138 S MAIN STREET, LEXINGTON, VA 24450-2316
Closing Date: Apr 15, 2008                    Appointment Required: Preferred Phone: (540) 464-3091
Schedule: Monday 9 am – 4 pm

                                 VITA Tax Assistance Location

WASHINGTON & LEE UNIVERSITY                  100 GLASGOW STREET, LEXINGTON, VA 24450
SCHOOL OF LAW                                Lenfest Center/Wilson Hall
Closing Date: April 2, 2008                  Appointment Required: No        Phone: 540-458-8570
Schedule: 6-9 pm on the following Mondays: 2/11, 2/18, 2/25, 3/3, 3/17, 3/24
6-9 pm on Wednesday, April 2                   Provides services in Spanish on select nights

***NEW in Lexington*** – Low-Income Tax Clinic for the counties of Rockbridge,
Bedford, Augusta, Nelson, Amherst, Botetourt, Alleghany, Bath, Roanoke, and Rockingham;
and the following 11 independent cities: Lexington, Buena Vista, Covington, Roanoke,
Staunton, Waynesboro, Bedford, Harrisonburg, Lynchburg, Clifton Forge, and Salem.
    Provides free legal representation to income-eligible taxpayers who have
      post-filing controversies with the IRS. For example: they can work with
      taxpayers who wish to appeal an audit income, who have collections issues, or who
      wish to file for innocent spouse or injured spouse relief.
    The Clinic also provides educational outreach to taxpayers who speak English
      as a Second Language to help them understand their rights and responsibilities as
      U.S. taxpayers.
    For more information Low-Income Tax Clinic brochures are available at the Buena
      Vista Workforce Center/VEC or call Washington & Lee University 540-458-8570.
                                What is EITC?

The Earned Income Tax Credit (EITC) is a refundable federal income tax credit
for low-income working individuals and families. Congress originally approved the
tax credit legislation in 1975 in part to reduce the income tax burden on low-income
workers, to supplement wages, and to provide an incentive to work.
 The credit reduces the amount of federal tax owed and in most cases results in a
   refund check.
 The EITC is the single largest federal program designed to lift people out of
   poverty.
 To qualify for the EITC, taxpayers must work full or part time and have earned
   income of at least $1. Income and family size determine the amount of the EITC.
 To qualify, taxpayers must meet certain requirements and file a tax return even if
   they did not earn enough money to be required to file a tax return.

Example: Consider a single working mother of two, earning less than $12,480 a
year ($6/hr). In 2006, the maximum refundable credit is $4,536. The impact an
additional $4,536 could have on this family is considerable; up to date rent and
utilities, perhaps money in a savings account to build assets. The list could go on
and on, and by building this coalition we can make that a reality for more working
individuals and families.

                    Sample of How EITC Can Boost Wages
   Hourly        Yearly       Potential    Yearly Wage +       Adjusted Hourly
   Wage         Income          EITC            EITC                Wage
    $5.15      $10,712.00     $4,300.00       $15,012.00             $7.22
    $5.50      $11,440.00     $4,300.00       $15,740.00             $7.57
    $5.75      $11,960.00     $4,300.00       $16,260.00             $7.82
    $6.00      $12,480.00     $4,300.00       $16,780.00             $8.07
    $6.15      $12,792.00     $4,300.00       $17,092.00             $8.22
    $7.00      $14,560.00     $4,187.00       $18,747.00             $9.01
    $7.50      $15,600.00     $3,966.00       $19,566.00             $9.41
    $8.00      $16,640.00     $3,756.00       $20,396.00             $9.81
    $8.50      $17,680.00     $3,534.00       $21,214.00             $10.20
    $9.00      $18,720.00     $3,313.00       $22,033.00             $10.59
     AARP Tax Assistance Sites for the Winchester and Surrounding Area
                         (including West Virginia)
WAR MEMORIAL BUILDING                        1001 E CORK STREET, WINCHESTER, VA 22601-5575
Closing Date: Apr 15, 2008                   Appointment Required: No Phone: (540) 662-0039
Schedule: Monday through Friday: 9 am – 4:30 pm

GOOD SHEPHERD LUTHERAN CHURCH       18 W 6TH STREET, FRONT ROYAL, VA 22630-2706
Closing Date: Apr 15, 2008          Appointment Required: No       Phone: None
Schedule: Monday: 9 am – 3 pm Wednesday: 9 am – 3 pm       April 15: 9 am – 3 pm

SHENANDOAH COUNTY LIBRARY                    514 STONEY CREEK BLVD., EDINBURG, VA 22824-9142
Closing Date: March 27, 2008                 Appointment Required: Preferred Phone: (540) 984-8200
Schedule: Thursday: 9:30 am – 2:30 pm

MUSSELMAN-COMMUNITY LIBRARY           126 EXCELLENCE WAY, INWOOD, WV 25428-4001
Closing Date: Apr 15, 2008            Appointment Required: No Phone: None
Schedule: Wednesday: 12 – 5 pm Thursday: 12 – 5 pm

                                                      TH
RANSON SENIOR CITIZEN CENTER                  103 W. 5 AVE., RANSON, WV 25438-1405
Closing Date: Apr 15, 2008                    Appointment Required: Yes Phone: (304) 725-4044
Schedule: Wednesday: 11 am – 3 pm             Friday: 12 – 4 pm

JEFFERSON MEMORIAL HOSPITAL                   300 S. PRESTON AVE., RANSON, WV 25438-1631
Closing Date: Apr 15, 2008                    Appointment Required: No  Phone: None
Schedule: Saturday: 10 am – 4 pm

MARTINSBURG PUBLIC LIBRARY                       101 W. KING STREET, MARTINSBURG, WV 25401-3209
Closing Date: Apr 15, 2008                       Appointment Required: No     Phone: None
Schedule: Monday: 9:30 am – 8 pm        Friday: 9:30 am – 4 pm         Saturday: 9:30 am – 2 pm
         st                                     th
March 31 no tax preparation             April 15 9:30 am - 4 pm

VA MEDICAL CENTER MARTINSBURG                 RR 9, MARTINSBURG, WV 25404-9809
Closing Date: Apr 15, 2008                    Appointment Required: No Phone: None
Schedule: Thursday: 9 am – 5 pm

PAW PAW SENIOR CENTER                         783 WINCHESTER STREET, PAW PAW, WV 25434
Closing Date: Apr 15, 2008                    Appointment Required: Yes Phone: (304) 947-7230
Schedule: Monday: 10 am – 2 pm

MORGAN COUNTY LIBRARY                         105 CONGRESS STREET, BERKELEY SPRINGS, WV 25411
Closing Date: Apr 15, 2008                    Appointment Required: Yes Phone: (304) 258-1018
Schedule: Thursday: 9:30 am – 3 pm

HARMONY UNITED METHODIST CHURCH               9455 WILLIAMSPORT PIKE, FALLING WATERS, WV 25419
Closing Date: Apr 15, 2008                    Appointment Required: Yes Phone: (304) 274-1928
Schedule: Call for appointment