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Putting money back
in people’s pockets

Free Income Tax Assistance

Maximizing a tax refund can put vital money back in peoples’ pockets.  We offer free Volunteer Income Tax Assistance (VITA) tax preparation services where caring, trained volunteers guide Marin residents through matters such as reporting on public benefits and claiming the Child Tax Credit and the Earned Income Tax Credit (EITC), so they can claim tax benefits for which they’re eligible and understand their choices for the next year. Tax assistance is part of the integrated services that help to put long term financial security within reach. 

Any household with an income of $58,000 or below and a social security number or ITIN is eligible to have their taxes prepared for free. This year, due to the COVID 19 pandemic, most VITA Tax Services are virtual. However, if you are unable to upload your documents or enter your information into the online system, you may come to the walk up window to the right of the front door at 555 Northgate Drive in San Rafael. The window is open on Fridays, from 9:00am – 4:00pm. Service is first come, first served and the tax site will remain open until April 8, 2022, or until we reach maximum capacity.

Visit the Get Your Refund website to learn more.

To have your taxes completed, you must have: 

  • A current valid ID or Driver’s License for each adult on the return, as well as social security cards or ITIN’s for everyone on the return including children or dependents
  • All W2’s , 1099’s, and other tax notices
  • Your bank account and routing numbers for direct deposit of your refund

People who are self employed or are paid in cash, must have all expenses and income received categorized and totaled as well.

Please be aware that returns are taking about two weeks to process due to the high demand for the service.

Please note that we prepare simple returns only. This means no carryover losses, rental incomes, married filing single, Air BNB, depreciation, crypto currency or bitcoin transactions, or lump sum distributions. Returns take about one week to be completed and your IRS Certified prepared will contact you to go over your return and answer any questions you may have.

This year Community Action Marin helped complete 100 tax returns with about $125,000  in refunds. 

Frequently Asked Questions

Any household with income of $55,000 or below and a social security number or ITIN is eligible to have their taxes prepared for free through our Volunteer Income Tax Assistance (VITA) website, Get Your Refund.

This year, due to the COVID 19 pandemic, most VITA Tax Services are virtual. However, if you are unable to upload your documents or enter your information into the online system, you may come to the walk up window to the right of the front door at 555 Northgate Drive in San Rafael. The window is open on Fridays, from 9:00am – 4:00pm. Service is first come, first served. The tax site will remain open until April 8, 2022, or until we reach maximum capacity.

 

To have your taxes completed, you must have: 

  • A current valid ID or Driver’s License for each adult on the return, as well as social security cards or ITIN’s for everyone on the return including children or dependents
  • All W2’s , 1099’s, and other tax notices
  • Your bank account and routing numbers for direct deposit of your refund

People who are self employed or are paid in cash, must have all expenses and income received categorized and totaled as well

Please be aware that returns are taking about two weeks to process due to the high demand for the service.

If you require Tax Services on Saturday, please reach out to the Canal Alliance at 415.454.2640 and someone there should be able to assist you.

Transform your finances

Our Financial assistance helps people transform their overall finances, so they can rise beyond subsistence-living and thrive, working towards a goal of financial prosperity.