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VITA Monterey County

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All in-person VITA sites are temporarily suspended and have been replaced by a virtual tax preparation process offered through July 15th.

About this Event

These appointment slots are for 2019 tax returns only. If you would like assistance with filing previous year returns, please call 831-757-3206 for more information.

This virtual process requires a smart phone or computer access to upload tax documents.

United Way's Volunteer Income Tax Assistance service (VITA) is focused on putting more money into the pockets of working families. IRS-trained volunteers offer FREE Tax Prep for families and individuals who earned less than $56,000 in 2019! Our goal is to make sure you get your FULL refund, claim all your eligible credits, and learn to use taxes to grow your assets! You can count on VITA to provide the highest quality tax service to families, individuals, and some small business owners.

Did you make more than $56,000 in 2019? You can still file your own taxes for free at MyFreeTaxes.org.

Select a date and time to complete an intake and screening process via phone.* During the time selected someone will call you and ask a series of questions about your income, expenses, etc. during 2019. You will then be provided a secure way to upload your 2019 tax documents, social security card(s), and ID(s) for all individuals on the tax return. The documents will be provided to a certified tax preparer to complete your return who may call you if they have any questions. A tax certified reviewer will then double check the return for accuracy, call you to go over the document with you, and answer any questions you may have. Then someone will reach out to obtain an e-signature to authorize the e-filing of your tax return.

*If you are Married Filing Jointly, both spouses need to be available for the intake call in order to verify identity and electronically sign a virtual agreement form.

This process will take approximately 5 business days from the date of intake appointment to complete.

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