Income Tax Filing Support
We work with retired CPAs to provide free tax prep services for qualified applicants via the IRS’s VITA program.
Need assistance with your taxes? SBE can help.
For millions of Americans, tax season is an annual source of stress and worry. Filling out your yearly tax forms is important, but the process can get confusing. It can also be expensive to hire someone to help. Fortunately, the IRS has taken notice of this and created some programs to make free tax prep more widely accessible for people in need of extra help. SBE partners with the United Way Bay Area to assist taxpayers who qualify for the following programs:
Volunteer Income Tax Assistance (VITA)
For the past 50+ years, the VITA program has provided free tax prep services for people with disabilities, people with limited English, and people who earn less than $58,000 per year.
Enjoy pro-quality tax services while helping students learn.
One of the things that set SBE’s free tax prep solutions apart from other VITA programs across the country is the fact that our student volunteers are supported by a team of retired CPAs and other financial professionals.
You’ll be supporting the next generation on their educational journey while also gaining access to free tax knowledge and expertise that goes well beyond VITA certification requirements.
Avoiding yearly tax stress has never
been this easy or accessible!
Our volunteer team of students and retired tax professionals will be at the Belmont Library every Saturday from [date or month] until [date or month] – to ensure availability, book a free session via our scheduling app.
Taxpayers are encouraged to fill out the VITA/TCE intake and release form before their appointment to streamline and speed up the process, but we can also assist with this on-site. If you have any questions about SBE’s free tax services and/or your eligibility, feel free to reach out directly anytime. Our team is always happy to help!
Ready To Get Started? Book Your Free Tax Appointment With SBE Today.
Prepare Your Tax Forms
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Schedule An Appointment Your Tax Forms
Come see us at the Belmont Library on Saturdays from x am to y pm between February x and April y.
Come to Your Appointment at the Belmont Library
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Will Need More Information From You
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Sign And Complete Your Return
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Eligibility Criteria
1
Low to Moderate Income
VITA Tax Services are designed for people with low to moderate income and relatively basic tax returns. Typically we complete returns with adjusted gross income (AGI) less than $66,000, but we can grant exceptions on a case-by-case basis.
2
Filing Status Cannot Be Married Filing Separately
VITA Tax Return Centers in California cannot complete returns with filing status of Married Filing Separately because we are a community property state. You may file as Single, Married Filing Jointly, Widow(er), or Head of Household.
3
Filing Status Cannot Be Married Filing Separately
VITA Tax Return Centers in California cannot complete returns with filing status of Married Filing Separately because we are a community property state. You may file as Single, Married Filing Jointly, Widow(er), or Head of Household.