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Program: Post Tax Season Filing Assistance

Agency: CATHOLIC CHARITIES DIOCESE OF SANTA ROSA


Resource Number: 72693749
Description
Coronavirus COVID-19 Note: VITA callers will be added to a waitlist, but new appointments are unavailable until June 2021.

Offers free tax preparation assistance to eligible individuals and families after the tax season.

Last day: October 31st, 2021.


Program Phones:
707-528-8712 ext 100Phone
Appointment Line
707- 308-4807 Phone
ITIN Assistance Line

Website: www.srcharities.org

Location information
Sites offering this program
+ Santa Rosa Administrative Office ->
Santa Rosa Administrative Office  
Location: 987 Airway Court

Santa Rosa, CA 95403
(Map)
Program Hours:
Hours: Friday’s from 2pm-5pm.
Disabilities Access: ADA accessible
Mailing Address: PO Box 4900

Program Delivery
Eligibility: Must meet the following criteria:
-Households with an annual income of $66,000 or less total combined household income.
-Cannot file casualty loss tax returns.
-Cannot do married- filing- separately returns.
-If operating a business, cannot have employees, nor carry-over inventory, nor operating loss.


Languages: Spanish, English
Application Process: Call for appointment. If individual is in need of an ITIN, call ITIN assistance line.
Program Fees: No fee
Documents Required: State issued Photo identification for all adults,
-Original Social Security card or ITIN for each member of the family (copies accepted as well)
-Dates of birth for family members
-Last year's tax return if available,
-Tax documents of income
-W-2s, 1099 and any of the following forms as applicable: Self-Employment (1099-Misc), Unemployment (1099-G), Interest Income (1099-INT), Social Security, documentation of any other income, health coverage forms (1095A, 1095B, or 1095c)
-Copy of voided check for direct deposit option if a refund is due.
-Applicable forms if client is a fire victim and had significant losses of at least $5,000 (or greater than the standard
deduction) due to the CA wildfires (e.g. home, cars, personal property).
Defined coverage area:
CA-Sonoma County


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