VITA

If you qualify for our VITA services, we encourage you to schedule an appointment for the best possible experience!

Our trained volunteers prioritize scheduled appointments to ensure timely assistance before accommodating walk-in clients.

We offer FREE personal tax preparation for low-income, English-limited individuals and families. Here's how you know if you qualify:
The Following Clients Qualify for Free Tax Preparation Services:

Income limit is under $67,000 (2024)

US Citizens, Resident Alien or Employment Authorization Card Holder

Simple tax returns include income sources such as:

Wages

Interest income and Investment Gain not over $11,000

Retirement (1099 - R) (SSA) (SSI)

Unemployment

Gambling Winnings/ Losses with W2-G

Cash Income (With Proof)

Out of California state returns (Except New York state)

Self-Employment (Subject to certain criteria)

Itemized Deductions

Property Tax Expenses

Mortgage Interest Expenses

Charity Donation- Cash Only

The Following Clients DO NOT Qualify for Free Tax Preparation Services:

Total income greater than $67,000 (2024)

Non-Simple income sources:

Investment/Stock losses (Net losses greater than $3,000 ($1,500 if MFS) will carry forward to future tax years)

Rental income

Tips / Cash Income (Without proof)

New York State returns

Business Taxes (LLC, CO, Inc.)

Married Filing Separately

Schedule K-1 income

Complicated 1099-MISC or 1099- NEC

Royalty income

Any Foreign income

If you are a...
Military personnel and veteran - Thank you for your service! Please refer to your respective station for VITA service
International Student - Welcome! Please refer to your college
Additional Out of Scope Returns:

Taxpayers who cannot substantiate their identity

Individuals income Adjusted Gross Income (or AGI) is $63,500 or more

Business Taxes (LLC, CO, Inc.)

Married Filing Separately

Rental Income

Active Military- Personnel & Veterans*

International Students*
Don't forget to bring the following:

If filing status is “Married filing jointly”, both are required to attend.

Federal or Government-issued Photo ID (Driver’s License/State ID/Passport) for taxpayers and anyone listed on tax return, including dependents. If minor, birth certificate will require.

ORIGINAL (NOT photocopied or written down number) Social Security Card or ITIN letter for anyone listed on tax return, including dependents

Only exception if taxpayer is a previous client and brings in a paper copy of tax return showing we did their return previously

If you've been a victim of identity theft, the IRS will issue an Identity Protection Pin (IP PIN)annually. Please bring in the IP PIN letter issued by IRS. We cannot process your tax return without this PIN.

All tax documents received, including but not limited to:

W-2 (Salary / Wages)

1099-SSA (Social Security Retirement)

1099-G (Unemployment Insurance)

1099-G (State Refund)

1099-INT (Interest Income)

1099-DIV (Dividends)

1099-B (Stock Investments)

1098-T (Tuition & Scholarships)

1098-E (Paid Education Loan interest)

W-2G (Gambling/Lottery Income)

Health Insurance Proof

1095-A / CA 3895 [Covered California]

1095-B [MediCal / MediCare]

1095-C [Employer Insurance]

Bank Routing number and your Account number if direct deposit / debit is wanted

For Lyft / Uber drivers, print out and bring your account summary shown in your company’s apps.
If you qualify, please schedule your appointment below and review the process for your appointment.
We will electronically submit your tax returns to the IRS and the relevant State Tax Agencies for review. If any adjustments are needed, they will communicate with you by MAIL only - never by phone call, text message, or email.
If the IRS or State Tax Agencies accept your tax filing, it will take approximately 21 calendar days for a refund by direct deposit or 4–6 weeks if filed on paper.
For the status of your tax refund, please check the status at www.irs.gov/refunds.
Accepted
If your filing is rejected, our VITA Team will reach out to you via email and phone for additional information. We will provide the necessary assistance to help you through the process.
REJECTED