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VOLUNTEER INCOME TAX ASSISTANCE -VITA
Free Income Tax Preparation and Filing
The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $60,000 or less, persons with disabilities, 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.
We offer FREE tax preparation services to qualified residents in Amador, Calaveras and Tuolumne counties earning 60k or less.
We offer 3 convenient ways to file:
1. In-Person (Sonora only)
2. Drop-off in either Jackson, Sonora or Jamestown.
3. Virtual with our local IRS certified tax preparers.
NOW Available: Drop off locations are being established in Calaveras County. Call to learn about dates and locations. 209.268.6232
We may also be able to assist you in filing your taxes on your own. You may be surprised how easy it is. Let us help determine your situation and get your taxes filed.
Note that some tax situations may be out of our scope. We also can not 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 for damaged in 2022/23.
-Filing as a Conservator or Power of Attorney on behalf of someone else.
Just a few of our AWESOME
VITA Volunteers!
Book Your Tax Appointment Now
Choose the location and type (in-person or drop-off) below.
When you book your appointment, you will be given the address and direction for the location you booked. You will also receive a forms packet in the mail that you MUST complete and bring to your drop-off or in-person appointment. If you do not show up for your appointment and haven't cancelled it, we may not be able to reschedule you.
Taxline: 209.268.6232
LIVE IN CALAVERAS COUNTY? We're coming to you! Call 209.268.6232 for dates and locations.
You can can also come to any of our above locations or use our convenient virtual method below.
No need to leave your house. Use our virtual method below. Go to GetYourRefund.org and OUR LOCAL Volunteers will be there to assist you.
File your taxes for free. Get the assistance you need.
VIRTUAL FILING STEP #1
VIRTUAL FILING STEP #2
After you've uploaded your documents, let us know. Just submit your contact info and the date you uploaded and we'll reach out to you to conduct a brief interview. That's it. Just sit back and relax and our volunteers will prepare and file your taxes!
More ways to file free on your own:
Note that the IRS and it's affiliates may charge you a fee to e-file based on your tax situation. It costs nothing to mail a paper return once you've prepared it. IRS Free File is available to any individual or family who earned $73,000 or less in 2023.
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.
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.
We Now Offer Free Tax Prep through August
You can choose to help us during the busy tax season or help us out during the late Spring or Summer months.
CALL OR TEXT JIM
OR SIGN UP BELOW
Our tax preparation services are seasonal and volunteer-driven. Though we've extended our season through the summer months, our services will close August 31st for the year.