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Free Tax Preparation and Filing
We provide free, secure, and high-quality tax preparation in partnership with the IRS. Our local trained and IRS-certified volunteers help low-to-moderate-income households maximize their refunds by claiming tax credits they are eligible for.
Taxline: 209-268-6232
LIVE outside of Amador, Calaveras or Tuolumne counties? Click here to find a VITA site near you.
WAYS TO FILE
DROP-OFF Appointment
IN-PERSON Appointment
Available in
Sonora only.
GUIDELINES
The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who's households earn $67,000 or less, persons with disabilities, the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.
Some tax situations may be out of our scope. Note that we cannot process returns for the following situations:
-Married filing separately.
-Income (or loss) from rental property or Schedule K-1, and royalties.
-Filing with a FEMA claim in the tax year that we are preparing.
-Filing as a Conservator or Power of Attorney on behalf of someone else.
California's
earned income TAX CREDIT
Earn more than $1 and less than 30,950k last year? Work for an employer or work for yourself? You may be eligible for the cash-back California Earned Income Tax Credit and the Young Child Tax Credit for children under 6.
ITIN fliers are also eligible. File free and claim your credits today.
WHAT IF I DON'T HAVE A BANK ACCOUNT?
Go to BANK ON, whose goal is to ensure that everyone has access to a safe and affordable bank or credit union account. These low-cost, no-overdraft, no-surprise-fee accounts can help you claim your refund and steer you clear of expensive alternative financial services, including check cashers, payday lenders, and pawn shops that charge high fees.
What you'll need for tax preparation.
CHECKLIST
-Valid Photo ID for taxpayer and spouse.
-Valid Social Security Cards or ITIN #'s for taxpayer, spouse, and dependents. (Acceptable substitutes are a letter from the Social Security Administration, form SSA-1099 or Medicare card that includes the letter "A" after the SSN.
-Birth dates for self, spouse and dependents
.
-All income statements: W-2, 1099’s, Social Security Benefits statements, etc.
-Any Interest and dividend statements from banks (form 1099).
-A copy of last year’s federal and state returns, if available.
-Bank routing numbers and account numbers for direct deposit if there is a refund.
-Statement & Tax ID# from childcare provider.
-Total paid for daycare (if applicable) and the daycare provider’s identifying number.
-Proof of Medical Insurance form 1095-A, 1095-B or 1095-C.
-Other income/expense information if applicable (e.g. Tuition Credit, Form 1098-T, Student Loan Interest form 1098-E. Tip, gambling, lottery or other income. Retirement income or payments from pensions. Self-employment income/expenses.
ATTENTION VOLUNTEERS! CLICK HERE TO
GET TO YOUR TRAINING PORTAL
Virtual Training and
Virtual Tax Preparation is Available
Though we offer in-person training and tax preparation, volunteers can also learn, train and prepare taxes from the comfort of their own homes.
Flexible Schedule
Volunteer as much or as little as you want. A few hours a week, a few days, it's up to you.
CALL OR TEXT
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