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VOLUNTEER INCOME TAX ASSISTANCE (VITA), UNITED WAY MONTEREY COUNTY (UWMC)

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  • Description: Coronavirus COVID-19 Note: VITA programs are available by appointment.Provides state and federal tax preparation for low income and moderate income households. Offers back tax preparation and assistance with filing amendments to previous years.
  • Website: http://www.unitedwaymcca.org
  • Email: azucena.esparza@unitedwaymcca.org
  • Phone(s): (831) 372-8026
  • Hours: Call for appointment
  • Eligibility: Households with 2021 annual income less than $58,000a) without rental income from property ownershipb) did not file for bankruptcy within the past yearc) did not have self employment expenses over $10,000
  • Requirements: Original photo identification and Social Security cards required. copies are not accepted, bring both as proof of identification, Individual Taxpayer Identification Number (ITIN) assignment letter may substitute for Social Security Numbera) photo identification of both spouses if marriedb) Social Security cards of taxpayer, spouse, and dependentsc) birthdates of taxpayer, spouse, and dependentsd) Form W-2, Form 1098, and Form 1099 from all employerse) Form 1095 A, Form 1095 B, and Form 1095 C if applicablef) 2021 state and federal tax returnsz) additional required documents if applicable
  • Areas Served:
    • Monterey United States
  • Categories:
  • Contacts:

Location(s)

Location Name: MAIN OFFICE

  • Accessibility: Wheelchair access from entrance to all service areas
  • Physical Address: 232 Monterey Street, Suite 200, Salinas, CA, 93901

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