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Tax Appointments (United Way Bay Area)

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Sobrato Center for Nonprofits

1400 Parkmoor Avenue

Suite 250

San Jose, CA 95126

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Recent schedule updates/notes:

- We have a limited number of tax appointments now available during the summer to: help late filers, assist victims of the San Jose flood, do amended returns, and complete prior year tax returns. We will continue to open additional appointment slots as people request appointments and as our volunteer staffing allows.

- Please call 408-634-4352 to speak to someone about your tax situation, see if you're eligible for tax help through our program, and make an appointment.


NOTE: All foreign students must complete and submit tax forms to the U.S. Internal Revenue Service (IRS) if you lived in the U.S. for any part of the tax year (even if you did not work). Besides being a legal requirement, it is often to your advantage to file a tax return. Some of your tax withholdings may be refunded.


STEP #1: SCREENING TOOL - Please use United Way Bay Area's online screening tool to determine if you’re eligible for free tax help through our program.


STEP #2: MAKE AN APPOINTMENT ONLINE - If the tool results in you likely being eligible, go ahead and register here through EventBrite to make an appointment with us OR call 408-634-4352.


STEP #3: GATHER YOUR DOCS AND COMPLETE THE INTAKE SHEET. Residents can complete the IRS FORM 13614-C while Foreign Students should complete the IRS FORM 13614NR (see Foreign Student webpage for additional guidance). View our What To Bring list (http://www.earnitkeepitsaveit.org/what-to-bring) which details the documents you will need for your appointment.


STEP #4. GO TO UNITED WAY ON YOUR APPOINTMENT DAY! United Way Bay Area (UWBA) is located on the 2nd floor of the the Sobrato Center for Nonprofits (1400 Parkmoor Avenue, Suite 250, San Jose, CA 95126). Please ring the office doorbell when you get up to our suite!


United Way Bay Area leads the coalition of hundreds of Bay Area VITA (Volunteer Income Tax Assistance) sites that provide free tax help to low-to-moderate income families. We organize the tax movement called Earn It! Keep It! Save It! (EKS). You can read more about EKS at http://www.EarnitKeepitSaveit.org/about


Thanks, and see you soon!

Location

Sobrato Center for Nonprofits

1400 Parkmoor Avenue

Suite 250

San Jose, CA 95126

View Map

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