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To expedite processing at your VITA site, you have the option of completing the VITA intake sheet in advance and bringing it with you! Please refer to this handy Companion Guide if you need help completing certain sections of the intake sheet.

Items to bring to your free tax site:

  • Photo ID (like a passport, driver’s license, state ID) for self AND spouse if married
  • For married filing joint, BOTH spouses must be present to sign
  • Social Security Cards or ITINs for each person on your tax return
  • Proof of income like W2s, 1099s, 1098s, cash income, interest income, etc.
  • Proof of expenses like childcare expense statements (including provider address and tax ID number), medical expenses, property tax bills, etc.
  • Last year’s tax return, if available
  • Bank account number with routing number for direct deposit refund
  • Your household’s health coverage information (1095-A if bought through Covered CA)

What if I am missing a form?

If you are missing a form that you will need to file your taxes, please call the IRS helpline toll-free at 1-800-829-1040 for information on what you need to do or how to obtain replacement documents.

What is VITA?

VITA stands for Volunteer Income Tax Assistance and is a nationwide IRS program that offers FREE tax help to people who generally make $54,000 or less, persons with disabilities, the elderly, and limited English speaking taxpayers who need assistance in preparing their own tax returns. United Way Silicon Valley partners with the Internal Revenue Service (IRS), churches, nonprofits and other local organizations to offer tax help at more than 40 VITA Tax Assistance sites across Santa Clara County. Tax preparation services are provided by trained, IRS-certified volunteers in a number of languages. All locations are IRS authorized e-file providers.

Who qualifies for VITA?

Generally, any working U.S. citizen or legal resident who has a valid Social Security or ITIN number AND a combined household income less than $54,000. However, Married Filing Separately returns are not able to be prepared at any VITA site. IRS-certified VITA volunteers are trained to prepare basic Forms 1040EZ, 1040A, 1040 with Schedule A, B, limited Schedule CEZ, C and California State Income Tax returns.

Where can I find a list of VITA sites?

Dial 2-1-1 to speak to a live Call Specialist who help you get information about the site that is closest to where you live or work or click on the map to the right.

Keep in mind that sites are designated as either:
Appointment (make an appointment in advance)
Drop-off (you can drop-off your documents and pick up your completed return in a week)
Self-prep (you prepare your own tax return with on-site volunteer help when needed)
Walk-in (first-come, first-served)

Now You Can File From Home with

United Ways across California have a free, online option so that you can file your taxes from the comfort of your own home. Income limit of $62,000 for free federal AND state e-filing.



View VITA Sites in Google Doc

Download 2016 Site List (PDF)

View VITA Sites in 211 Database

View VITA Sites in Google Maps

Additional Tax Assistance
United Way Bay Area
IRS - VITA home page


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