TAX ASSISTANCE

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)

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The VITA program is a free tax preparation service for local Santa Barbara County residents who make $67,000 or less a year. Tax returns are prepared and electronically filed by IRS-certified volunteers for qualified individuals or families. Tax preparation will take place from February - April,  2022.

Volunteers will see between 20-25 clients a day depending on volunteer availability. We serve clients on a first come first serve basis. For more information on eligibility, filing, or participation in the program, please view the information below. 

 

Please note: Our last day of tax preparation, will be April 16th, 2022.

Interested in volunteering as a tax preparer, reviewer, or greeter? Click here. 

ELIGIBILITY
  • You must have a 2020 household income of $67,000 or less.
REQUIRED DOCUMENTS LIST
  • Copy of prior year federal and state tax returns for years to be done: ( 2019 for 2020, 2020 for 2021)
  • Copy of photo ID and spouse's if filing jointly (driver's license of passport)
  • Copy of social security cards or Individual Taxpayer ID Numbers (ITIN) for each family member
  • For married filing jointly, both spouses must be present to review tax return and sign return
  • For all jobs W-2's, 1099's, 1098's for all years tax returns to be done
  • IRS letter 6419 "Advanced Child Tax Credits", if received during the later part of 2021
  • IRS letter 6475 "Third Economic Impact Payment" and other payments received from IRS (2020 & 2021) and California Franchise Tax Board 2021
  • Copy of voided check if direct deposit or refund requested
  • Bank routing and account numbers (if using direct deposit)
  • All forms for 1095 Health Insurance statements
  • Bring a pen
INSTRUCTIONS
  • Check the website for the most up to date schedule of VITA sites. Site hours are subject to change. 
  • Make sure you have all of the required documents listed. 
COVID-19 GUIDELINES AT DROP OFF LOCATIONS 
  • Masks are required at ALL times.
  • When standing in line, please maintain a 6 foot distance from others. 

 


 

AVAILABLE SITES AND INFORMATION:

United Way of Santa Barbara County

Pick up/ Drop Off

  • Wednesdays 12 pm - 4pm (AARP)
  • February 16- April 6, 2022

 

  • Saturdays 9am- 1pm
  • February 5 - April 16, 2022
  • 320 E. Gutiérrez St, Santa Barbara 

                                         

                             

 

Immigrant Hope

Pick Up/Drop off

  • Mondays & Thursdays 12:30pm- 4pm
  • 935 San Andres St.
  • February 17 - April 14, 2022

 

Eastside Library

Pick Up/Drop off

  • Tuesdays & Wednesdays 4-7pm
  • 1102 E. Calle Montecito
  • Starting February 2 - April 13, 2022

Goleta Valley Community Center 

Pick Up/Drop Off

  • Fridays 12:00pm-3:30pm
  • 5679 Hollister Ave
  •  (AARP)
  • February 18- April 15 2022

 

Volunteer Income Tax Assistance 

IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

Current Volunteer Opportunities: 

Tax Preparers  |  Tax Reviewers

Click here to view available positions and additional volunteer information.

 

Self-paced online trainings available or virtual trainings are scheduled for the following days:

  • Saturday, January 8, 2022 | 9:30AM - 1:00PM
  • Saturday, January 15, 2022 | 9:30AM - 1:00PM
  • Saturday, January 22, 2022 | 9:30AM - 1:00PM
  • Saturday, January 29, 2022 | 9:30AM - 1:00PM
For questions, please contact Yoseline Gonzalez at ygonzalez@unitedwaysb.org or (805) 965-8594. 

 

Clients must wear masks at ALL sites.

Tax preparation will be done on-site from April 11th- April 16th. The last day of the VITA program will be April 16th, 2022. 

For any special accommodations and or questions about the program, please email: ygonzalez@unitedwaysb.org