Tax Preparation Services

Sign Up for Appointments 

This year, our office will open for in-person tax filing on Monday, February 10th, 2025. Appointments will be available weekdays from 10 AM -5 PM at our Eshleman Hall Office (Room 312F). 

Please sign up using the link provided here. Sign-ups will open up at 10 AM each Friday for the following week. 

Who is Eligible? 

In order to qualify for our tax-filing services, a client must reside in California AND satisfy at least ONE of the following:

• Low-income

• Senior Citizen

• Limited English-speaking

• Have a disability

• Foreign student/scholar

We serve all filing statuses EXCEPT Married Filing Separately. Salaried Income must be from California. Additionally, everyone on the return MUST have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN).

What to Bring? 

Please bring a physical government-issued photo ID and either a social security card (for you, your spouse, and your dependent) or individual taxpayer identification number (ITIN) to your appointment. This is required to proceed with the tax filing. Also, if you are married filing jointly, both spouses must be present at the appointment. 

Other common forms that you may need at your appointment include, but are not limited to: 

• Wage and earning statements (Forms W-2, W-2G, 1099-R, 1099-Misc) from all employers

• Social Security Benefit Statements (SSA-1099) 

• Interest and dividend statements from banks (Form 1099) 

• Health Insurance Exemption Certificate 

• Copy of last year’s federal and state returns 

• Proof of bank account routing and account numbers

• Forms 1095-A, B, and C — Health Coverage Statements 

• Copies of income transcripts from IRS and state 

• Total paid for daycare provider and daycare provider’s tax identifying number