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2023 BAY AREA VOLUNTEER INCOME TAX ASSISTANCE (VITA), UNITED WAY BAY AREA VITA PROGRAMS

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• Description: Provides free tax help to individuals and families in the Bay Area Counties of Solano, San Mateo, Marin, Napa, and San Francisco.Click here for the VITA site locator to locate the services.
  
  Virtual services
  Offers online virtual service through Code of America's Get your Refund website. Taxpayers will fill out an intake, send in their documents, and verify their identity. A local certified VITA volunteer will call the taxpayer and prepare the tax return.
  
  Drop-off
  Offers secure drop-off locations across Bay Area. Taxpayers will place the documents in an envelope and leave copies of their documents at any of the drop-off locations available.
  
  Additional supports available varies by location:
  • Individuals with ITINs (Individual Taxpayer Identification Number) are eligible for the California Earned Income Tax Credit.
  • Chat support available
  • File back taxes (2020-2022)
  • File amendments for past years- Contact the location. Some locations will do them on a case-by-case basis depending on the situation.
  • Apply for an ITIN (Individual Taxpayer Identification Number)
  • Foreign Student Tax Returns
• Website: https://uwba.org/tax-help/#map
• Phone(s):
• Hours: VITA schedule varies by site location
• Eligibility: Bay Area residents with 2023 annual household income less than $64,000
• Requirements: Photo identification of each adult on tax return Social Security cards for you, your spouse, AND dependents If anyone does not have a Social Security Number, you can bring the Individual Taxpayer Identification Number (ITIN) assignment letter An official letter from the IRS (SSA-1099 form) can be accepted in place of a Social Security card Birth dates for everyone on the tax return W-2s from all jobs All 1099s, 1098s, and any other tax forms from other jobs, colleges, or other organizations Calculation of income and expenses from self-employment or cash income, if applicable Household health coverage information Health Coverage Statements: Forms 1095-A, B, or C Childcare provider information, if applicable You will need the total amount paid to the daycare provider and the daycare provider's tax identification number (their Social Security number or business Employer Identification Number) Last year tax return, if you have it Savings AND checking account numbers, as well as routing number for direct deposit of refund
• Areas Served:
  • San Francisco United States
  • Marin United States
  • San Mateo United States
  • Santa Clara United States
  • Solano United States
  • Napa United States
• Categories:
  • VITA Programs
  • Online Tax Preparation/E-Filing Sites
• Contacts:

Location(s)

Location Name: VARIOUS LOCATIONS

• Accessibility: Not Applicable
• Physical Address: Various Locations, CA