GET TAX HELP - simple returns W-2 only

Earn It! Keep It! Save It! Bay Area tax preparation assistance to low-moderate-income individuals, families and seniors. Our volunteers are here to assist you in filing your taxes.

Did you earn less than $64,000/household in 2018? Do you have a valid email address? Do you have a valid Social Security Number or Individual taxpayer Identification Number (ITIN)?

You may be eligible to file both your state and federal tax returns for free online through the United Way.

Our volunteers are certified in many but not all topics of the tax law. Unfortunately, we cannot help everyone who struggles with financial issues in the Bay Area. Here are a few of the most common situations where we cannot help:

Married Filing Separately

Rental Income

More than 5 stock trades

STEP #1: MAKE AN APPOINTMENT ONLINE - If you are eligible, register here through EventBrite to make an appointment with us.

STEP #2: GATHER YOUR DOCUMENTS -

Go to http://earnitkeepitsaveit.org/what-to-bring/

• Proof of identification (photo ID) for each adult on tax return
• Social Security cards for you, your spouse and dependents
• W-2s from all jobs held in 2017
• All 1099s, 1098s and any other tax forms
• List of calculated self-employment expenses
• Interest and dividend statements from banks (Forms 1099)
• Your household’s health coverage information (Health Coverage Statements: Forms 1095-A, B or C)
• Child care provider information, if any (total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number)
• Landlord’s name, address and phone number for CA Renter’s Credit
• Last year’s tax return
• Savings and checking account numbers, as well as routing number for direct deposit of refund

STEP #3: GO TO THE HERCULES LIBRARY ON YOUR APPOINTMENT DAY