Expert tax prep. It’s free!

Expert tax prep. It’s free! 2024-01-22T14:36:48-05:00

No need to fear filing your taxes. We’re here to help.
File your taxes in person or virtually with a professional, IRS-certified tax preparer and keep more of your money. Claim what’s yours.

When it comes to doing taxes, many individuals just know the basics. Many of them forgo tax benefits such as the Earned Income Tax Credit (EITC) and the Child Tax Credit because they are not well-informed or have simply not heard of them. Miami Tax Pros wants to make sure you know where to turn to for answers to all your questions and help put more money in your pocket.

Miami Tax Pros is a collaboration dedicated to improving the financial well-being of our community through a network of partners including local organizations, academic institutions, employers and public agencies working together to provide individuals and families with free services. These services range from year-round tax preparation to free financial coaching.

Click on the links below to learn more about EITC, other tax benefits, free online filing and free tax preparation:

With tax season underway, Miami Tax Pros is helping qualifying individuals and families gain access to professional free tax preparation and filing services, as well as the Earned Income Tax Credit (EITC) and other tax benefits.

Earned Income Tax Credit (EITC)

You can review this page for the latest information directly provided by the IRS.

Find the maximum AGI, investment income and credit amounts for tax year 2023.
Children or relatives
claimed
Filing as single, head of household
or widowed
Filing as married filing jointly
0 $17,640 $24,210
1 $46,560 $53,120
2 $52,918 $59,478
3 or more $56,838 $63,398

Investment income limit: $11,000 or less

Maximum Credit Amounts
The maximum amount of credit:

  • No qualifying children: $600
  • 1 qualifying child: $3,995
  • 2 qualifying children: $6,604
  • 3 or more qualifying children: $7,430

To qualify for either credit, you must be a U.S. citizen or resident alien with a valid Social Security number.

Visit MiamiTaxPros.com or call 211 to learn about FREE tax preparation services provided by IRS-certified volunteer tax preparers.

2023 Important Filing Updates:

There are several important updates taxpayers should keep in mind for this year’s filing season:

  • If you received advance payment of the Child Tax Credit, the IRS will send you Letter 6419 in January 2023 to provide the total amount of advance Child Tax Credit payments that you received in 2021. You will need to keep this and any other IRS letters you received about advance CTC payments you received.
  • Individuals who didn’t qualify for the third Economic Impact Payment or did not receive the full amount may be eligible for the Recovery Rebate Credit based on their 2021 tax situation.
  • The CTC is worth $2,000 for each qualifying child for 2023. A child must be under age 17 at the end of 2023 to be a qualifying child.
  • The Child and Dependent Care Credit returns to a maximum of $2,000 in 2023 instead of $8,000 in 2021.

Stimulus payments – There were no new stimulus payments for 2022 and 2023, unlike 2020 and 2021.

TO BRING ON THE DAY OF THE APPOINTMENT:

  • To file taxes electronically on a married-filing-joint tax return, both spouses must sign the required forms.
  • Scanned original of Social Security Cards for taxpayer, spouse if married, and any dependents being claimed ITIN applications and renewals are free when you file a federal tax return.
  • Picture ID for taxpayer and spouse (must be a Driver’s License, state-issued ID card, or other official document)
  • All W-2’s for all places worked in the previous year
  • Voided check or savings account number on a bank document for direct deposit
  • If you received a Premium Tax Credit in the previous year through the Affordable Care Act marketplace, form 1095-A.
  • Total amount of Economic Impact (Stimulus) Payment received

IF APPLICABLE:

  • Copies of any 1099’s issued
  • Bank account interest year-end statements
  • Student loan interest statement
  • Proof of child care expenses paid (statement from provider with EIN# or Social Security number)
  • Statement of post-secondary education tuition expenses paid
  • Social Security year-end statements
  • Any other documents related to taxes
  • Copy of last year’s taxes

IF ITEMIZING:

  • Copies of last year’s mortgage interest statements
  • Real estate taxes statement
  • Proof of charitable donations
  • Statement of work-related expenses
  • Auto registration and taxes paid in the previous year

Why pay to file your taxes when you can file for free with an IRS-certified tax preparer?

If you earned $57,000 or less, you can prepare your own taxes safely and conveniently online. This resource will guide you step-by-step through preparing your own tax return and has many safeguards to ensure you get the best return possible. There is tax and customer support available 24/7, and you can find help with all the tax credits, itemized deductions and even small business income.

You may be eligible to get your taxes prepared with the help of Miami Tax Pros for free if one or more of the following are true:

  • You speak limited or no English
  • You are a person with a disability
  • You are age 60 or older
  • Your annual income this less than $57,000

If you are interested in paving a path to long-term economic independence, consider contacting a partner below to be connected with a professional financial coach.

United Way Center for Financial Stability
miamifinancialstability.org

Main:
3195 SW 3 Avenue
Miami, FL 33120
(305) 646-7171

Branches
branchesfl.org

North Location:
11500 NW 12 Avenue
Miami, FL 33168
(305) 688-3551 x2008

South Location:
129 SW 5 Avenue
Florida City, FL 33034
(305) 688-3551 x2008

MyFreeTaxes is a resource that will guide you step-by-step through preparing your own tax return and has many safeguards to ensure you get the best return possible.

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