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Earn It! Keep It! $ave It!

FREE 2020-2021 Tax Preparation

  • For households earning $66,000 or less.
  • Support provided by certified tax preparers.
  • U.S. citizenship NOT required

Find out if you’re eligible

FREE TAX FILING SUPPORT:

Call to schedule an appointment – please leave a message.

  • Santa Rosa: Catholic Charities of Santa Rosa 707-528-8712 ext. 100
  • Ukiah: North Coast Opportunities 707-467-3236
  • Willits: Nuestra Allianza de Willits 707-456-9418
  • Sonoma-Napa: AARP Foundation’s Tax-Aide 707-327-2401
  • St. Helena/Calistoga: Upvalley Family Centers 707-965-5010
  • San Francisco: Tax Aid SF 415-229-9240

FREE Self-File Online Services:

United Way of the Wine Country’s
FREE tax support has helped local families
get back $66M in tax refunds.

What you need to bring to your appointment:

  • Original Photo ID for taxpayer and spouse
  • Original Social Security Card or ITIN for each person on tax return (Copies accepted)
  • W-2 or 1099-MISC for all jobs held • All 1098’s, 1099’s, 1095-A,B,C & all other tax forms
  • Checking or savings account information including routing & account numbers for direct deposit refunds
  • Last year’s tax return (2019)
  • Information about any childcare provider(s)
Make a difference
Want to make a real difference in our community? Earn it! Keep It $ave it! needs volunteers: 
  • Free Training Provided
  • No Tax Preparation Experience Necessary
  • During February-April Tax Season
Click here to VOLUNTEER or for more details or call (707) 528-GIVE

Are you eligible for special credits?

  • Did you pay for childcare/ dependent care?
    • If so, bring information about the provider, including address, phone number, and EIN or Social Security number, if an individual
  • Do you own a home?
    • If so, bring proof of mortgage interest and property tax information
  • Do you own a car and use it for work?
    • If itemizing expenses instead of the standard deduction, bring proof of DMV tax expenses
  • Did you pay for education expenses, including tuition, fees, books, etc. for a student enrolled at an eligible educational institution?
    • If so, bring Form 1098-T along with a list of expenses and associated receipts.

Tax preparation services are NOT available for:

  • Couples who are married but wish to file separately
  • Fire or other disaster victims who incurred “casualty loss”
    • Please contact Tax Aid SF at 415.229.9240 for help
  • Filers wishing to include income/expenses related to:
    • Adoption of children
    • Farm or foreign income
    • Clergy income
    • Bankruptcy

Tax preparation services are NOT available for self-employed individuals who:

  • …have employees
  • …have carry-over inventory
  • …had expenses greater than $35,000
  • …had a net loss for the year
  • …wish to claim home expenses

What you need to bring to your appointment:

  • Original photo ID for taxpayer and spouse
  • Original Social Security card or ITIN for each person on tax return – copies accepted
  • Copies of last year’s tax return
  • All tax forms, including W-2 or 1099-MISC for all job – see full list of forms below.
  • Checking and/or savings account information including routing numbers for direct deposit refunds
  • Information about any childcare provider(s)
  • Records of charitable contributions – bring receipts for all cash donations
  • Health insurance Form 1095-A – receive through the mail if purchased through the marketplace

Individual Taxpayer Identification Number (ITIN)

For help applying for or renewing an Individual Taxpayer Identification Number (ITIN), please contact Catholic Charities at (707) 528-8712.

Tax Forms

NOTE: This is a list of all possible tax forms; only bring the forms you have received for the 2020 tax year.

  • W2 (salary income)
  • 1099-MISC (wages and pay)
  • 1098 (mortgage interest)
  • SSA-1099 (social security)
  • 1099-INT (savings interest)
  • 1099-G (unemployment benefits)
  • 1099R (pension and annuity)
  • 2020 unemployment documents