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Income Tax Assistance

Volunteer Income Tax Assistance (VITA)

 Schedule your 2026 tax assistance appointment now!

Our Volunteer Income Tax Assistance (VITA) program offers free tax preparation for eligible individuals and families. We help you file your taxes accurately and ensure you receive all eligible credits, including the:

  • Earned Income Tax Credit (EITC)

  • Child Tax Credit (CTC)

  • Young Child Tax Credit (YCTC)

  • American Opportunity Tax Credit (AOTC

 

Prepare Your Tax Return

Make an appointment to drop off your taxes

Eligibility Requirements

Clients with any of the following, qualify for assistance

  • A combined household income below $67,000 per year

  • Retirees 60 years of age and older

  • Persons with disabilities

  • Limited English-speaking taxpayers

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

For questions or concerns, please contact Paolo Bilbao through email

at pbilbao@capsbc.org  or by calling (909) 723-1566.

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) Interested in volunteering? – Take advantage of the Franchise Tax Board’s Free VITA training videos below. Be sure to also review the Intake Interview and Quality Review training and the Volunteer Standards of conduct 
 

 

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!
 

Earn Income Tax Credit (EITC)

 

The EITC 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.
 

EITC.png

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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