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Vita Tax Services

The VITA (Volunteer Income Tax Assistance) program is an initiative of the Internal Revenue Service (IRS) that offers free tax help to qualified individuals. 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 or come in during our VITA tax clinic hours

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