United Way of the Wine Country’s
FREE tax support has helped local families
get back $73M in tax refunds.
URGENT: Volunteers Wanted
Please help make a real difference right here at home for local families and individuals by becoming a FREE tax filing volunteer.
- FREE Training and Support
- NOW through April tax season plus year-round opportunities
- EXPERIENCED Tax Preparers always welcome
- SEEKING Intake Coordinators at sites throughout Sonoma County
Please call our Community Impact Manager Ana Gouveia at 707-284-7074
FREE 2021-2022 Tax Preparation
- FREE for households earning $66,000 or less
- FREE support provided by certified tax preparers
- FREE in-person or drop off tax preparation available
- U.S. CITIZENSHIP NOT REQUIRED
Need Your FREE ITIN?
For help applying for or renewing your Individual Taxpayer Identification Number (ITIN), please contact Catholic Charities at (707) 528-8712 x100.
Services NOT Available for:
- Married couples who file separately
- Self-employed individuals who:
- …have employees
- …have carry-over inventory
- …had expenses greater than $35,000
- …had a net loss for the year
- …wish to claim home expenses
- Victims of fire or other disaster who incurred “casualty loss”
- For assistance, please contact Tax Aid SF at 229.9240
- Filers who wish to include income/expenses related to:
- Child Adoption
- Farm or Foreign Income
- Clergy Income
- Bankruptcy
CALL to Make an Appointment:
- Sonoma: Dial “2-1-1” and follow prompts to make appointment
For all other counties, please call the phone numbers below. If your call goes to voicemail, please leave a message with your name and phone number.
- Mendocino/Lake: Call North Coast Opportunities at 707-467-3236
- Willits: Call Nuestra Allianza de Willits at 707-456-9418
- Humboldt & Del Norte: Call the Humboldt Senior Resource Center at 707-443-9747 x1240
Possible Special Credits:
You must file taxes to qualify for State and Federal Earned Income Tax Credits (EITC) and other valuable credits available to working families and individuals:
- Did you pay for childcare/ dependent care?
If so, bring information about the provider, including address, phone number, and EIN or Social Security number, if an individual - Do you own a home?
If so, bring proof of mortgage interest and property tax information - Do you own a car and use it for work?
If itemizing expenses instead of the standard deduction, bring proof of DMV tax expenses - Did you pay for education expenses, including tuition, fees, books, etc. for a student enrolled at an eligible educational institution?
If so, bring Form 1098-T along with a list of expenses and associated receipts.
Bring to Your Appointment:
- Original photo ID for taxpayer and spouse
- Social Security card or ITIN for each person on tax return – copies accepted
- Copies of your 2020 and 2019 tax returns
- All tax forms including W-2 or 1099-MISC for all job – see full list of tax forms
- Checking and/or savings account information including routing numbers for direct deposit refunds
- Information about childcare provider(s)
- Records of charitable contributions – bring receipts for all cash donations
For Tax Season 2021-22 – If you received advanced payments for the Child Tax Credit from July through December of 2021, you are required to bring your IRS letter #6419 to your tax appointment. If you received the Economic Impact Payment in 2021, you are required to bring your IRS Letter #6475.
List of Tax Forms
This list includes all possible tax forms. For your tax filing appointment, only bring the forms you receive for the 2021 tax year.
NOTE: Eligible filers may also receive FREE assistance filing taxes for 2019 and 2020. To do so, filers must bring income documents for each year AND make a separate appointment for each year.
- W2 (salary income)
- 1099-MISC (wages and pay)
- 1098 (mortgage interest)
- SSA-1099 (social security)
- 1099-INT (savings interest)
- 1099-G (unemployment benefits)
- 1099R (pension and annuity)
- 2021 unemployment documents
Free ONLINE Self-Filing Services:
If you prefer to prepare and file your own taxes:
- My Free Taxes – FREE tax filing support up to $66,000 income limit
- Get Your Refund – FREE tax filing support from IRS-certified volunteers
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