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Tax Preparation Assistance | United Way of Wapello County

17 North Clinton Street, Albia, IA 52531

Eligibility

$67,000 or less annually (as of 2026), exceptions may be made for current clients or extenuating circumstances

Required documents

Photo ID (for both spouses if filing jointly), social security cards (for all household members), last year's tax return (if available), W-2s, 1099s, and all other income forms, bank account and routing numbers for direct deposit, all forms must be printed (no digital copies)

(641) 682-1264
Voice·

Main Phone

Application process

Call for an appointment, may need to leave a message

Fees

None

Service area

Albia, IA Ottumwa, IA Fairfield, IA

Tax preparation offered free to low and moderate income individuals starting late-January, 2026. Appointments are available starting February-March in Ottumwa, Albia, and Fairfield. First appointment is an intake interview. Services may also assist with prior year filings and post-deadline return.

Last assured

01/20/2026

Providing organization

United Way of Wapello County

Addresses underlying causes to communities in the areas of education, income stability and health.