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Money Management: Tax Help Resources

Managing your money from financial planning to retirement

Books from our Catalog

Tax Basics 

Free Tax Help in NYC

Glossary of Tax Terms

Check Your Refund Status

U.S. forms and instructions from the I.R.S.

GetYourRefund connects you with an IRS certified tax preparer from the IRS' VITA program for free. You should consider GetYourRefund if you have several years of taxes to file, have not filed taxes before, or have a lot of questions about your tax return and want personal support.

IRS Direct File  

E-filing options recommended by the IRS 


*restrictions apply based on income and based on your employee files.

Taxes

Governments collect taxes to fund different projects and institutions including schools, libraries, and parks. There are different types of taxes. For example, state and local property taxes funds local schools. There are also sales taxes. When people buy items, they pay a percentage of their bills in sales tax to the state. Then there are federal taxes which is based on a person's yearly earnings, usually from their job. It is important to understand that not everyone pays the same in taxes. A person who earns $100,000 may pay more than someone earning half at $50,000. There are other considerations as well. A larger family may pay less. Many taxpayers can take advantage of deductions and exemptions. We hope this page helps you figure out how to file according to your personal situation.

Read more about taxes in the Guide to Jobs and Taxes.

 

Year-round tax preparation

Urban Upbound

In -person services are provided in Bronx, Brooklyn, Manhattan, and Queens. Their main office is located at 12-15 40th Avenue, Long Island City, NY 11101

To make an appointment: Email vita@urbanupbound.org or call at 718-784-0877, (press 1 for English & 2 for Spanish) then press ext 7.

 

Bedford-Stuyvesant Restoration Corportation (Restoration)

For any questions regarding their free tax prep assistance program, send an email to freetaxprep@restorationplaza.org or call the tax hotline at (929) 432-3314.

Small Business and Self-Employed Tax Regulations 

Self-Employed Individuals Tax Center, IRS

General topics and resources covered here relate to freelancers and the self-employed and their individual tax concerns. 

Tax Planning Resources, SCORE

Providing a range of services, SCORE’s tax help here is centered on established and emerging small business owners alike.