TAX PREPARATION ASSISTANCE | UNITED WAY OF WAPELLO COUNTY

Tax preparation offered free to low and moderate income individuals starting late-January, 2025. By appointment only, may need to leave a message when calling. First appointment is an intake interview. Clients will have to return to review and sign when tax return is completed. Usually takes 5-10 days.

Physical Address

224 East 2nd Street, Ottumwa, IA 52501

Hours

Mon 10 am - 4 pm; Tue 10 am - 4 pm; Wed 10 am - 4 pm; Thu 10 am - 4 pm;

Fax

(641) 682-6199

Application process

Call for an appointment, may need to leave a message

Fee

None

Required documents

Need W2's, 1099's, copy of last year's tax return, any itemized deductions, Social Security Cards for all dependents, and proof of health insurance

Eligibility

$60,000 or less annually (as of 2025), exceptions may be made for current clients or extenuating circumstances

Languages

English

Service area

Davis County, Iowa Jefferson County, Iowa Wapello County, Iowa

Agency info

UNITED WAY OF WAPELLO COUNTY

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