Preparing for the 2021 Tax Season

Tax season officially started on February 12, 2021 and many people are more than ready to get their taxes filed. If you need assistance filing your taxes this year, there are a few options available. Here is the information for available tax preparation in Cleveland. Please note that due to Covid-19 concerns, many organizations are no longer offering in-person appointments. You have the option to either make a virtual appointment or drop off your paperwork to be completed by a tax specialist.

To contact the IRS with tax questions, you can call 1-800-829-1040 from 7 a.m. to 7 p.m. or go online to https://www.irs.gov/help/telephone-assistance. You can make an appointment with the Cleveland IRS Taxpayer

Assistance Center:

1240 E. Ninth St.
Cleveland, OH 44199
844-545-5640 (Office information)
216-415-3442 (Make an appointment)

Office Hours:

Monday-Friday
8:30 a.m.-4:30 p.m.

To protect both taxpayers and IRS employees, a Covid-19 screening tool is available for use before your appointment. https://apps.irs.gov/app/covid-19-screening-tool

Prepare for Your Appointment

  • Schedule your appointment ahead of time.
  • Bring the following items with you:
    • A current government-issued photo ID.
    • A taxpayer identification number, such as a Social Security number.
    • Any other documentation you need for your appointment.
  • If you are applying for or renewing your Individual Taxpayer Identification Number (ITIN), see How Do I Renew My ITINand have your documents ready.
  • Use our COVID-19 Screening Tool to protect yourself and our employees. If you are feeling ill, please reschedule your appointment.
  • Wear a mask.
  • Stay 6 feet away from others.

City of Cleveland CCA Tax Prep Information

http://ccatax.ci.cleveland.oh.us/

From their website:

The CCA – Division of Taxation office hours are Monday through Thursday, 8:30am – 2:30pm. We are not conducting walk-in taxpayer’s assistance at any of the CCA branches. Drop-off boxes are available at each CCA branch and are accessible Monday through Thursday, 8:30am – 2:30pm.

If you’d like a CCA team member to prepare your municipal income tax return, please mail in your W2’s/1099’s/Federal Schedules, and we will complete and file the municipal return. Ensure to include your phone number with your tax information.

Cleveland Office

CCA – Division of Taxation
205 West Saint Clair Ave
Cleveland, Ohio 44113-1503
Phone: 1.800.223.6317
216.664.2070
Fax: 216.420.8299

Office Hours:

Mon – Thurs, 8:30 AM – 2:30 PM
Drop-box onsite, No Walk-in Taxpayer Assistance

Hamilton Office

CCA – Division of Taxation
345 High Street, Floor 3
Hamilton, Ohio 45011
Phone: 513.785.7400

Office Hours:

Mon – Thurs, 8:30 AM – 2:30 PM
Drop-box onsite, No Walk-in Taxpayer Assistance

RITA

If you live in an area serviced by RITA (Regional Income Tax Agency) and do not want to file online, you can download your forms and take them to a drop-off box.

From their website

Our physical doors are staying closed to the public for now, however we have drop box locations. For those who prefer to personally bring their returns or tax documents please use RITA’s Drop-Off Options. Even if unfinished, we will complete your returns for you. Please fill out the Municipal Income Tax Drop-Off Sheet to accompany your tax documents or at least include your phone number on your dropped – off documents, even if you write it on the envelope.

  • Brecksville
    10107 Brecksville Road
    Brecksville, Ohio 44147
  • Cleveland Heights
    40 Severance Circle
    Cleveland Heights, Ohio 44118

The Cuyahoga Earned Income Tax Credit Coalition

Drop-off Appointments: https://cuyahogaeitc.itfrontdesk.com/apptonline/landing.html?client_code=CUYAHOGA

From their website:

Due to safety recommendations regarding Covid-19, all tax sites will be operating as drop-off sites this year. For the health and safety of everyone involved, unfortunately, you will not be able to sit next to or across from your tax preparer as they complete your tax return. Tax preparation may vary depending on the tax site. Select sites you will give your documents to a preparer and wait in your car or a designated room while it is being prepared. However, all tax sites will offer the option for you to have your tax documents scanned, and then have you pick up, review, and sign your tax return at an agreed upon later time. All sites will also have capacity for a maximum of two (2) people at any given time to wait in the lobby if you are traveling by bus or arriving on foot and cannot easily return later.

Locations of Cuyahoga EITC Coalition VITA Program Drop-Off Sites

  • Asian Services in Action located at 3631 Perkins Ave., #2AW, Cleveland, OH 44114
  • Baldwin Wallace located at 275 Eastland Rd., Berea, OH 44017
  • Burten Bell Carr located at 7201 Kinsman Rd., Cleveland, OH 44104
  • CEOGC Central located at 1801 Superior Ave., Suite 400, Cleveland, OH 44114 **This site schedules its own appointments and has its own filing requirements. Please call 216-858-1781
  • CEOGC Glenville located at 10529 St. Claire Ave., Cleveland, OH 44108    **This site schedules its own appointments and has its own filing requirements. Please call 216-268-1600
  • CHN Broadway Office located at 5700 Broadway Ave., Cleveland, OH 44127
  • ESOP located at 11890 Fairhill Rd, Cleveland, OH 44120
  • Famicos located at 1325 Ansel Road, Cleveland, OH 44106
  • Gordon Square located at 6516 Detroit Ave., Cleveland, OH 44102
  • Lin Omni located at 3167 Fulton Rd., 3rd Floor, Cleveland, OH 44109
  • Mt. Pleasant Now located at 13815 Kinsman Rd., Cleveland OH 44120

Within minutes of making your appointment, you should receive a confirmation email with a calendar appointment attached to the email. In addition, you will also receive a phone reminder the day before your appointment.

Appointments can be changed or canceled at any time on this website. You can also make or cancel an appointment at any time (24/7) using our automated phone system by dialing (216) 293-7200 and following the instructions.

Virtual Appointments

https://cuyahogaeitc.itfrontdesk.com/apptonline/landing.html?client_code=CUYCOVID

This appointment model can be done on your home computer or smartphone. You will need the ability to upload documents from your computer into our secure software program. Alternatively, you can take pictures of your documents on your smartphone and upload them to our secure software program. Once you make an appointment, you will receive an email describing what you need to do to get started. We will provide you with a support email to contact us with any difficulties you may experience. Your appointment slot does not necessarily mean that you will be speaking with a tax preparer at the exact time.  This only reserves your place in the virtual queue for the date you select.  Someone will arrange an agreed-upon time to contact you after your documents have been uploaded correctly into the software.  After the initial phone call, the tax preparer will have 48 hours to complete your return. A quality reviewer will look over your return and schedule a time with you to review the return together over the phone. You will then sign the tax return by e-signature and your return will be e-filed.

We require below documents:

  •  Photo ID: Driver License, Passport, Government-Issue Photo ID
  • Social Security Cards for every person that will be listed on return (including children) or ITINS
  • All tax documents that have been received for the tax year (including but not limited to: W2, 1095A, 1098T, 1098E, 1099R, 1099INT, 1099DIV, 1099MISC, 1099SSA, 1099B, 1099C)
  • Last Year’s Tax Return
  • Bank account and routing number if using direct deposit to receive tax refund
  • If taxpayer has childcare expenses, need documentation of the amount paid, address of facility, and provider’s Federal EIN number or provider’s SSN
  • Identity Protection PIN if the IRS has assigned one to you

Be prepared to share the amount of your stimulus payment with your tax preparer.

VITA and TCE

The IRS’s Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals who need assistance in preparing their own tax returns.

The VITA program has operated for over 50 years, offering free tax help to:

  • People who generally make $57,000 or less
  • Persons with disabilities
  • Limited English-speaking taxpayers

In addition to VITA, the TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.

Volunteer Income Tax Assistance (VITA) program: https://irs.treasury.gov/freetaxprep/

Tax Counseling for the Elderly (TCE) programs

AARP Foundation Tax-Aide: https://secure.aarp.org/applications/VMISLocator/searchTaxAideLocations.action

For more information on tax preparation questions, please contact the Cleveland Public Library Government Documents Department at 216-623-2870 or email govdoc@cpl.org.