UGA Cooperative Extension is a collaboration between UGA CAES and UGA FACS.

UGA Extension Office

Volunteer Income Tax Assistance

Banks County and Habersham County Extension offer free tax preparation through the Volunteer Income Tax Assistance program (VITA).

Do you need help maximizing your refund? UGA Extension in Banks and Habersham is here to help! Through the Volunteer Income Tax Assistance (VITA) program, IRS-certified preparers can prepare your federal and state tax returns, free of charge. VITA is designed to assist qualified taxpayers and to ensure that seniors, limited income families, and others receive every available benefit.

How does it work?

The process consists of two appointments at our office. In the first, you will meet with the tax preparer and give them all the documentation and information they need to prepare your return. About a week later, you will return for your second appointment, in which you will review, sign, and file your return.

I am not a senior or a low-income family--can I still benefit? 

Likely, yes! There are few situations for which we CANNOT prepare taxes. Those situations include:

  • Have income from rental property
  • Own a farm and have farm income
  • Have a small business with a profit in 2023 over $25,000 or net loss of any amount, or hold inventory
  • Are married filing separately without spouse’s birthdate or social security number
  • Are an active military member

I am not a Banks or Habersham County resident--can I still benefit?

Yes! We can prepare federal and state returns for all 50 states. You must be physically present at both appointments to participate. In the 2024 tax season, we have appointments available in Homer (413 Evans St), Demorest (Piedmont University), and Clarkesville (555 Monroe St).

How do I make my appointments?

Call 706-677-6230 or email susie.burton@uga.edu.

You can also use the email form at the bottom of this page to request an appointment.

What do I need to bring with me?

Please plan on bringing the following documents:

  • Photo ID for taxpayer and spouse
  • Social Security cards or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and all dependents,
  • Birthdates for you, your spouse, and all dependents
  • Proof of income (W-2s for all jobs last year, 1099s, statements for prizes, scholarships/fellowships, or lottery/gambling winnings, Social Security)
  • Documentation if itemizing (Ex. Mortgage interest, property tax bills, vehicle tax, charity donations, medical expenses)
  • If applicable, child care or dependent care expenses
  • Bank routing and account numbers for direct deposit if you expect a refund
  • If you have a copy of last year’s tax return, please bring it (not required)

Questions? 

Please call 706-677-6230, 706-754-2318, or email susie.burton@uga.edu


Staff Listing

Request a VITA appointment