Tax Preparation Services

4Cs of Alameda County VITA

earn it

If your annual household income is $56,000 or less, let our IRS-certified tax preparers file your tax return using our new VIRTUAL VITA service!!!

The VITA Program is sponsored by the IRS and United Way Bay Area

You may qualify for more than $6,000 in refunds from the California and Federal Earned Income Tax Credits

SEE BELOW FOR A LIST OF REQUIREMENTS & ADDITONAL INFORMATION

VITA UPDATE

The 4Cs of Alameda County VITA (Volunteer Income Tax Assistance) program is reopening as VIRTUAL VITA, with the same level of quality and commitment to our customers.

We are now offering virtual tax preparation to help you file your 2019 tax return. Services are offered from now through July 1, 2020.

TO START THE VIRTUAL TAX PREPARATION PROCESS, CALL (510) 690-2141.

If you prefer to prepare your own tax returns, United Way Bay Area’s Earn It, Keep It, Save It Coalition is providing access to free on-line tax preparation programs. For more information, please visit www.earnitkeepitsaveit.org.

Filing Deadline Information

The IRS and the State of California has extended the tax filing due date through July 15, 2020. For more information visit www.irs.gov and https://www.ftb.ca.gov/about-ftb/newsroom/covid-19/extensions-to-file-pay.html

Required Documents

All relevant tax documents needed. We will be unable to begin your return if any key income information is missing.

Required:

Social Security Card (or ITIN) for each person listed on the return
(Photocopies okay)
Photo Identification for you and your spouse if filing jointly
Your Spouse must be present to sign the return
Routing and Account Numbers for your Checking and/or Savings Account if direct depositing
Last Year’s Tax Return (Preferred)
Tax Forms (If Applicable):

Wages - W-2
Interest - 1099-INT
Dividends - 1099-DIV
Retirement Plans - 1099-R
Gambling Winnings - W-2G
Social Security Benefits - SSA-1099
Miscellaneous Income - 1099-MISC
Sale of Stock - Consolidated Form 1099-B
Tuition - 1098-T and a detailed Student Account Statement
Health Insurance Information - 1095-A,B,C

Have available if applies to you:

Identity Theft PIN Letter from the IRS
Rideshare Summary Page
Business Income, Expenses, Mileage Logs
Records of Charitable Contributions
Homeowner Mortgage Interest - 1098
Property Tax Bill
DMV Registration Form
Interest You Paid on Student Loans - 1098-E
Day Care Expenses you Paid for your Children -
Bring Provider's Name, Address, & Tax ID or SSN
Business Incomes and Expenses
Identity Theft PIN Letter from the IRS

ECONOMIC IMPACT PAYMENTS (STIMULUS PAYMENTS)

For information about the Economic Impact Payments (Stimulus payments) visit https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

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