VITA (Volunteer Income Tax Assistance) Program

The OCCOA annually partners with the IRS to provide a VITA (Volunteer Income Tax Assistance) Program during tax season. The program is targeted toward taxpayers with total gross household incomes of $69,000 or less. VITA return preparers are volunteers who have been trained and certified, annually, through VITA. In addition to preparing federal and state returns, volunteers can prepare Michigan Homestead Property Tax Credits and Home Heating Credits for those who are eligible. The program is available free-of-charge.

Frequently Asked Questions

The VITA site that is sponsored by the Otsego County Commission on Aging offers free e-filing for federal and state tax return preparation.

Returns are prepared, “in person” at:

Otsego County Commission on Aging, Upper Level, 1165 Elkview Ave., Gaylord Michigan.

Appointments are required and available on a first-come, first-served basis. The VITA Program will begin accepting requests for appointments on Thursday, January 15, 2027. Please call (989) 748-4066 to schedule your appointment or Contact Us.

Tax clinics are scheduled on various days, dependent upon volunteer availability, generally between February 1, 2027, and April 15, 2027. 

To help you prepare, you will be sent a list of items that you will need to gather to bring to your appointment.

There is no charge for the preparation of your return.

To learn the status of your federal refund, you may contact the IRS Refund Hotline at (800) 829-1954 or the IRS Teletax System at (800) 829-4477. Alternatively, you may visit https://www.irs.gov/refunds/about-wheres-my-refund. If you e-filed, please allow 21 days from the time you e-filed before contacting the IRS. If you paper filed, please allow 6 weeks.

 

To learn the status of your Michigan refund, you may contact the Michigan Department of Treasury at (517) 636-4486. Alternatively, you may visit MiTreasury eServices – Citizen Portal. If you e-filed, please allow four weeks from the time you filed before contacting the Michigan Department of Treasury. If you paper filed, please allow 4 to 6 weeks.

IRS Listing of VITA and TCE Sites (Currently  being updated by the IRS):
Click here for an IRS listing of additional VITA (Volunteer Income Tax Assistance) or TCE (Tax Counseling for the Elderly) sites in Northern Michigan after January 2, 2026. Alternatively, you may call (800) 906-9887.
 
AARP Listing of TCE Sites:
AARP, which sponsors the TCE sites, provides a complete listing of these sites on its website.
 
MyFreeTaxes
If you, or you and your spouse, are comfortable filing your own taxes, you may e-file this year’s taxes for free through myfreetaxes.com. This is a partnership program between United Way the IRS. The income threshold to use myfreetaxes.com for free is an Adjusted Gross Income (AGI) of $89,000 or less. 
 

Click here for the IRS’s authorized professional e-filers for individuals.

“Taxation is the price which civilized communities pay for the opportunity of remaining civilized.”
~ Albert Bushnell Hart