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Free Tax Preparation & Filing

Our tax clinic partners with the IRS to provide this valuable service in our community, using IRS-certified volunteers to prepare and file tax returns accurately.

 

Eligibility:

  • You and your spouse earned a total gross income of less than $67,000 during the tax year

Note: Certain tax situations, such as income from foreign sources or rental property, may disqualify you from the services.

 

Required Documents:

  • Proof of identification for you and/or your spouse (both spouses must be present for identity verification).

  • For international students: Visa and I-9.

  • Social Security cards or ITIN cards/letters for you, your spouse, and/or dependents.

  • Wage and income forms (W-2, 1099-MISC, etc.).

  • Form 1098-T Tuition Statement and any other educational expenses.

  • Information for deductions (IRA contributions, student loan interest, etc.).

  • Forms 1095-A, B, or C for health coverage.

  • Copy of last year's tax return, if possible.

  • Bank routing and account number for direct deposit or debit.

 

Call/Text 626-479-2828 or email us @ info@sauzatax.com to set up your appointment. 

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