TAX ASSISTANCE

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)

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taxes

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We are no longer accepting new tax clients. Current clients can pick up their completed returns between Monday, May 17th and Friday, May 21st between 9:00am and 1:00pm. 

The VITA program is a free tax preparation service for local Santa Barbara County residents who make $66,000 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 15, 2021 through May 17, 2021.

Due to COVID-19 and for the safety of our volunteers, staff and community, VITA will be operating remotely. Taxpayers can drop off their tax information (see required documents list below) at secure drop-off locations during designated times. Once tax payer information is received, a VITA volunteer will schedule a time with the taxpayer to review documents and begin the tax return before submitting to the IRS.

For more information on eligibility, filing or volunteering for the program, please select a tab below. 

ELIGIBILITY
  • You must have a 2020 household income of $66,000 or less.
REQUIRED DOCUMENTS LIST
  • Copy of 2019 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
  • All forms for 1095 Health Insurance statements
  • Bring a pen
INSTRUCTIONS
  • Gather all documents from the following 'Required Documents' list.
  • Bring documents to a drop-off location. Documents WILL NOT be accepted outside of scheduled drop-off times.
  • A IRS-certified volunteer will contact you within one week of drop off to review your documents. 
  • Tax returns may take up to two weeks to be completed. 
  • Couples filing jointly must both be present when dropping off documents and on the review call.
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. 
DROP OFF LOCATIONS 
  • Police Activities League - Starting Feb 16, 2021
    • 1235 Chapala St., Santa Barbara
    • This location no longer accepting new tax clients. 

 

  • United Way - Starting Feb 18, 2021 
    • 320 E Gutierrez Street., Santa Barbara
    • Please line up behind the building. MASKS ARE REQUIRED 
    • Pick Up (Completed Returns):
      • Monday, May 17th -  Friday, May 21st 9:00am - 1:00pm. 
    • This location is no longer accepting new tax clients. 

 

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Couple doing taxes

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