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 $62,000 or below and a social security number or ITIN is eligible to have their California and Federal Income taxes prepared for free.

Tax preparation for 2022 ended on April 7, 2023. To have your taxes completed in the future, here is a list of those items you will need:

• A valid ID and Social Security Card or TIN.  W2’s, 1099’s, and all other tax notices  (For dependents, only Social Security Card or ITIN needed) 
• Your bank account and routing numbers for direct deposit of your refund
• If you are self employed or are paid in cash, you must have all expenses and income received categorized and totaled

In addition, 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. IRS Certified prepared will contact you to go over your return and answer any questions you may have. Please note that returns are processed same day.

If you have additional questions about our Income Tax program, please look at the Frequently Asked Questions section below or call 415.526.7500. You may also Visit the Get Your Refund website to learn more.

To meet the increasing need for our VITA service for the upcoming tax season, we are expanding our program. Volunteers are needed in several different roles to serve our community. Visit our Volunteer page to learn more.