Online Screener for in-person appointment

  • Online screener for tax appointments

    Please answer each question as though it is the tax year you wish us to do. We can do tax years 2025, 2024, 2023, 2022, 2021, and 2020 returns.

  • Please only schedule your appointment when you have all of your tax forms ready

    This includes all income statements, CRP forms for rent and anything else needed. Schedule one appointment per person (married filing together will be one appointment).

  • We're sorry, Prepare + Prosper cannot do any tax years covered by a bankruptcy proceeding. Please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience doing tax returns for bankruptcy.

  • We're sorry, Prepare + Prosper cannot prepare any tax returns reporting virtual currency transactions. You can try to prepare your return yourself using our Do-It-Yourself tax program (https://prepareandprosper.org/do-it-yourself-tax-prep/), but Prepare + Prosper volunteers cannot answer any tax questions about virtual currency.

    If you need assistance with properly reporting virtual currency transactions, please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience reporting virtual currencies.

  • We're sorry, Prepare + Prosper cannot prepare any tax returns reporting rental property. You can try to prepare your return yourself using our Do-It-Yourself tax program (https://prepareandprosper.org/do-it-yourself-tax-prep/), but Prepare + Prosper volunteers cannot answer any tax questions about rental property.

    If you need assistance with properly reporting rental property, please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience reporting rental properties.

  • Thank you for your service, however, Prepare + Prosper cannot prepare any tax returns reporting active duty military pay. There are many tax credits you may qualify for that our volunteers do not train on or receive certification to claim. You can try to prepare your return yourself using our Do-It-Yourself tax program (https://prepareandprosper.org/do-it-yourself-tax-prep/), but Prepare + Prosper volunteers cannot answer any tax questions about military income or credits.

    If you need assistance preparing your return, you can check the MN Revenue Free Tax Preparation Site Search Tool (https://www.revenue.state.mn.us/free-tax-preparation-sites) to find a different free tax site with military certification.

    You could also contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience reporting military income.

    We're sorry we cannot help you.

  • Unfortunately, Prepare + Prosper cannot do your tax return. Tax returns for international students in the US on a visa use tax topics our volunteers do not receive training or certificaiton on. However, there is another free tax service in the area called the NonResident Volunteer Tax Assistance Program (www.nrvtap.com) which helps international scholars.

    You could also contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience helping international scholars.

  • Unfortunately, your income exceeds our income guidelines and we do not have capacity to serve you at our in-person tax clinics. If your income was less than $89,000, you can try to prepare your return yourself using our Do-It-Yourself tax program (https://prepareandprosper.org/do-it-yourself-tax-prep/). We have guides, as well as volunteers and staff to answer most questions you might have.

    If you do not feel comfortable trying to do your own taxes, you can contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area to do your taxes for you.

  • We're sorry, Prepare + Prosper cannot prepare tax returns for any of these professions. These professions utilize tax topics that Prepare + Prosper just cannot help with. Please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience doing taxes for someone in your field.

  • Please call 651-262-2169 to schedule your self-employment tax return if you had more than $10,000 in self-employment income, had business use of home or inventory. This will ensure that we have volunteer preparers who have training on self-employment income to best serve you. Please note that we cannot help anyone with employees or with any partnership, corporate, non-profit, estate or trust or anything not for a sole proprietor schedule C return. If you have any questions please call 651-262-2169. 

    You must complete a SETO before your tax appointment. If you need assistance completing the SETO, please call 651-262-2169.

    You can find the SETO and the SETO Guide Sheet that helps explain the form here: https://prepareandprosper.org/free-tax-preparation/self-employment-clinic/.

  • We're sorry, Prepare + Prosper cannot prepare nonprofit tax returns or a tax return for any business operating under a formal business entity besides a single-member LLC. Please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience doing taxes for business entities or nonprofits.

  • We're sorry, Prepare + Prosper cannot prepare any tax returns for any business with employees. Please contact the MN Society of Certified Public Accountants (www.mncpa.org) to find a CPA in your area with experience doing taxes for businesses with employees.

  • You are required to issue a Form 1099-NEC to any contractor you paid more than $600 in a year. This is done separately from your tax return. You can issue and file these forms using the IRS IRIS Portal here: https://www.irs.gov/filing/e-file-forms-1099-with-iris.

  • You must complete a SETO before your tax appointment. If you need assistance completing the SETO, please call 651-262-2169.

    You can find the SETO and the cheat sheet that helps explain the form here: https://prepareandprosper.org/free-tax-preparation/self-employment-clinic/.

  • Please call 651-262-2169 to schedule an appointment if original return was prepared anywhere else besides a Prepare + Prosper site (this includes Prepare + Prosper's DIY program). If Prepare + Prosper prepared the original tax return, you do not need an appointment and should call 651-262-2167. 

    You will need the original as-filed tax return and income documents for Prepare + Prosper to amend your return. You can order a copy of a tax return transcript from the IRS (https://www.irs.gov/individuals/get-transcript) and MN tax information from MN Revenue (https://www.revenue.state.mn.us/request-copies-previous-returns). Please wait to schedule until you have the necessary documents. 

  • Unfortunately, Prepare + Prosper will not be preparing amended returns for years other than tax year 2020 during the regular tax season at our in-person tax clinics. If you received a letter from the IRS or MN requesting an amended return for a year other than 2020, please call 651-262-2169 to schedule your appointment.

    Prepare + Prosper will prepare amended returns for tax years 2018-2023 starting with our summer sessions.

  • You will need the original as-filed tax return and income documents for Prepare + Prosper to amend your state return to claim the Renter's Credit. If you filed online and can access your return we can help get a copy if you do not have a physical copy. You can order a copy of a tax return transcript from the IRS (https://www.irs.gov/individuals/get-transcript) and MN tax information from MN Revenue (https://www.revenue.state.mn.us/request-copies-previous-returns). Please wait to schedule until you have the necessary documents.

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