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Income Tax Assistance

Volunteer Income Tax Assistance (VITA)

 Schedule your 2024 tax assistance appointment now!

 

 

 

 

 

 

 

Appointments can also be made by contacting Paolo Bilbao through email at pbilbao@capsbc.org  or by calling (909) 723-1566

 

 

CAPSBC's VITA site recruits IRS-certified VITA Volunteers to help eligible low-income families file their taxes for free and ensure they receive all eligible tax credits, such as the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), Young Child Tax Credit (YCTC), and the American Opportunity Tax Credit (AOTC).

Eligibility requirements

A combined household income below $64,000 per year.

What to expect at my tax appointment

  • You will need to provide copies of your identification and tax forms. We do not keep originals.

  • Drop off copies of identification and tax forms during your scheduled appointment time.

  • Upon arrival, forms 13614-C and 14446 must be completed.

  • Your taxes will be prepared for your return and within a week, you'll be contacted to schedule a follow-up review.

  • For more information on how to be prepared for your tax appointment, tap the button below.

 

 

Important dates

April 15, 2024

  • 2024 Tax Day Deadline

  • Deadline to File Form 4868 and request an extension

October 15, 2024

  • Deadline to file your extended 2023 tax return

  • CAPSBC VITA Site Closes

Earn Income Tax Credit (EITC)

 

What is EITC?

This is a tax benefit for low to moderate income working people, which provides credit that offset any taxes owed and can provide a refund even if no taxes are owed. Workers must file a tax return to take advantage. To see how much you may get back, click here. For more information on CalEITC, please visit www.myfreetaxes.com or www.caleitc4me.org.
 

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BECOME A VOLUNTEER TAX PREPARER

VITA volunteers are IRS-certified to help families prepare their taxes and help ensure they receive all eligible tax credits, such as the Earned Income Tax Credit (EITC) and the Young Child Tax Credit (YCTC).

Step 1) Get Trained! – If you’re interested in volunteering with CAPSBC’s VITA Program, that first step is to get trained! Please take advantage of the Franchise Tax Board’s Free VITA training videos for all potential VITA Volunteers.
 

Step 2) Get Certified! – Secondly, CAPSBC VITA Volunteers must pass all required tests and be certified at the Advanced Level. Volunteers can get certified through the IRS’s Link and Learn Certification.

 

Step 3) Schedule a Volunteer Shift – Once you receive the Advanced Level Certification, you may sign up to volunteer with CAPSBC’s VITA Program. Check out our volunteer booking page for available shifts and to schedule yourself!
 

 

Once you certify, contact Paolo Bilbao (pbilbao@capsbc.org / (909) 723-1566) to schedule your volunteer hours.

For more information contact us:

VITA (909) 723-1566 | pbilbao@capsbc.org

Monday- Friday 8:00 a.m. to 5:00 p.m

696 S. Tippecanoe Ave San Bernardino, CA 92408-2607

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