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Tax Counseling

The Income Tax Counseling Program has been serving clients since 1980. Our IRS-certified staff and volunteers operate the program between February 1 and April 15 each tax season, and help clients with “off-season” inquiries and tax issues.

Eligibility and assistance:

  • Aged 60-plus, blind, or disabled
  • Low to moderate income
  • NO COST tax filing assistance with federal and state tax forms
  • Counseling is conducted individually and confidentially
  • Services are provided in English and Spanish
  • Appointments are available at sites throughout the county

What do I bring to my appointment?

  • Form W-2 “Wage and Tax Statement”
  • Form 1099 for such things as dividends, distributions from pensions, annuities, I.R.A., sale of stocks, etc.
  • A photo ID
  • Your Social Security Card
  • Your prior year tax returns

For questions about your taxes, contact Sarah Guzman, Income Tax Program Coordinator at 831.655.4242.

 

Additional resources:

Why Choose Direct Deposit?
Social Security and Your Taxes

U.S. Internal Revenue Service
California Franchise Tax Board

If you are under age 60 and need assistance, contact The United Way at 831.372.8026.