TAX ASSISTANCE

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)

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taxes

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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 - May,  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. 

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 2020 federal and state tax returns
  • Copy of photo ID and spouse's if filing jointly (driver license or passport)
  • Copy of Social Security Card or Individual Taxpayer ID Numbers (ITIN) for each family member
  • Proof of foreign status, if applying for an ITIN
  • 2020 W-2, 1099 and 1098 for all jobs
  • 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. 
VITA locations and hours of operation TBD

 

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Couple doing taxes

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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.