Voluntary Income Tax Assistance (VITA)

Dear Neighbor, Client, and Taxpayer,

Due to COVID-19 situation, and the college lock down, our COC-VITA tax preparation will be conducted virtually. We apologize for any inconveniences that this may cause you, but our main priority at this moment is safety of our community, our volunteers, and you as our client.

We will conduct our services until Saturday, May 15th. We are providing services every Saturday, from 9 am to 5:30 pm, every Wednesday, from 5 pm to 9 pm, and starting April 5, every Monday from 5 pm to 9 pm.

Moreover, please remember, IRS has extended the filing deadline to May 17 (because May 15th falls on a Saturday).

 

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FREE INCOME TAX PREPARATION

When:   Starting Saturday March 13. For more detail Click on Book an Appointment. Or go to the bottom of the page.

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $56,500 or less a year, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

COC  students will partner with members of the Business Department (volunteered Accounting professors) to help low- to-moderate income members of the Santa Clarita Valley community get every income tax refund dollar they are entitled to.  All returns are reviewed for quality assurance prior to submission. This service is free to area students and is open to the public. The qualifying income bracket for participants is a gross income below $56,500.

Under the supervision of experienced tax practitioners, and IRS agents, trained and certified COC students provide free tax preparation services (federal and state) to eligible low income taxpayers. VITA services will be offered at the COC campus from mid-February through mid-April each year.

The COC VITA program does not discriminate against any person on the basis of race, color, national origin, disability, or age in admission, treatment, or participation in its programs, services and activities, or in employment. For further information about this policy, or if any needed additional accommodation for the services provided by COC VITA, they can contact us.

Our  community  members and or  general  public can  walk-in for  first  come,  first  served  service, or  they can  book an appointment online  or by calling COC VITA at (661) 362-3330 to book an  appointment, for a more specific time. Individual sessions may run one to two hours in length. Time slots are secured on a first come, first served or appointment basis. Those who do not qualify for our services will have to reach out to a professional tax preparer for further assistance.

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For additional information (including detailed VITA services), please visit the IRS website at irs.gov

On the Day of the Appointment:

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Please Note: The following items (as applicable) are required to help our volunteers prepare client’s tax return accurately. 

  • Driver’s License (or an Identification Card).
  • Social Security Cards or official documents from Social Security office for all persons to be listed on your tax return. Otherwise we can apply for Tax Identification Number(s).
  • Copy of 2019 tax return
  • All W-2s and Other Income Documents (be sure you have all W-2s from all of the 2020 Employers)
  • Pension, Retirement and Social Security Statements
  • Unemployment Compensation Documentation (Form 1099G)
  • Interest or Dividend Income Statement (Form 1099INT/Form 1099DIV)
  • Health Care Coverage Documentation (Form 1095A, B or C)
  • Income Amount (from summer job, etc.) for all dependents and people in your household
  • Tuition Payments Statement (for you, your spouse and/or dependent child)
  • Statement of Student Loan Interest Paid
  • Total Amount Paid for Child Care Expenses (along with the name, address and tax ID number of the provider(s) to whom the childcare expenses were paid)
  • If itemizing - total mortgage interest paid, school & property taxes paid, un-reimbursed employee business expenses, documentation of charitable contributions, un-reimbursed medical expenses, etc.
  • If you itemized last year, bring the amount of the State Refund and a copy of your 2019 state tax return
  • Amount paid in 2020 for energy-efficient windows, doors, insulation, new furnace, air conditioners, etc.  Also the 2018, 2017, 2016,  and 2015 tax return with any of these items claimed.
  • For Direct Deposit of a Tax Refund, bring your bank’s routing number and account number for your checking or savings account (blank voided check is the best option).

Make an appointment Online:

Book an Appointment

Make an appointment by clicking on the above link button.

Our online operation begins Saturday March 13  at 9 am and ends May 15th at 5:30 pm.

We provide our services every Saturday (9am - 5:30pm), Wednesday (5pm to 9pm). Starting Monday April 5th, we add Monday (5pm to 9pm) services as well