UWMC's Volunteer Income Tax Assistance service (VITA) provides free tax prep to low-wage earning individuals and families. Last year, more than 120 volunteers helped to prepare 1,766 tax returns and put $2.4 million in total refunds back into the pockets of Monterey County residents. This year, it is our goal to make an even greater impact! We can not do this without you!
Wether you are a tax payer who is interested in filing their 2013 tax return for free, or a volunteer who would like to get involved, United Way Monterey County welcomes you!
Why Become a Volunteer?
We need your help to reach even more families in 2014! Join our exciting team of volunteers – we will provide training and link you to a site in your area that matches your schedule. As the name suggests, the Volunteer Income Tax Assistance program would not be possible without a core of committed volunteers. Through this amazing opportunity, volunteers gain valuable skills, while giving back to Monterey County. The most important thing about this program? Volunteers are providing an essential service to their fellow community members, neighbors, and associates. Can you imagine a better opportunity?
What Opportunities Are Available?
While the majority of volunteers serve as tax preparers, there are a number of other opportunities for service. Each opportunity is briefly described below. Click on the opportunity name to view a more detailed description, as well as to express interest in serving in that role.
- Tax Preparers assist taxpayers with their tax returns during the tax season. Volunteers will complete a training course and become IRS certified to prepare taxes. Bilingual Spanish speakers are always in high demand.
- VITA Tax Screening Specialists are responsible for assisting clients with the intake form and ensuring taxpayers have the correct tax documents and identification. This is a critical role as it is the initial point at which important tax return information is gathered and verified.
- Interpreters aid taxpayers by working alongside the tax clients and tax preparers. Spanish speaking volunteers are always needed. Training is provided.
- Greeters welcome tax filers to the tax site during the tax season, and may also inform taxpayers about other available community resources. Training is provided.
- Outreach Ambassadors spread the word about free tax help by distributing flyers in the community.
How do I get started?
January 4th, 11th, 18th, and 25th from 9-5pm covering Basic and Intermediate Courses. First three classes in Salinas and last one at CSUMB.
Are you a tax payer?
Need Your Taxes Done? Avoid Hidden Fees & Keep 100% of Your Refund
The Salinas Center for Employment (CET) provides year-round assistance by appointment.Call 2-1-1 or click for more information
- IRS-certified preparers make sure you receive the greatest refund possible
- Refunds in 7-10 days with direct deposit
Use our Free Online Software
- Household income must be less than $57,000 to use Free Online Software.
- Link will direct to outside page powered by HRBlock in partnership with the IRS and United Way.
Have Your Taxes Your Taxes Prepared at a Neighborhood Site
What to Bring:
- Photo ID
- Social Security Card or ITIN Card for worker(s) and all dependents
- W-2s, 1099s,1098s and any other tax forms you’ve received
- Voided check for direct deposit (optional)
- Last years tax return if you have it
Click for Santa Cruz times and locations. If you live in another county, search here with the IRS for the site nearest you. In Monterey County last year, volunteers helped to prepare 1684 tax returns and returned more than $2.6 million in total refunds to local residents. A BIG THANK YOU to all the volunteers and sites that helped make this possible.
Interested in learning more?
Contact Arayani Azevedo.
Call 2-1-1 for the most up to date information.