To Qualify

you Must have an adjusted gross income of $70,000 or less, which includes the following

// Wages

// Pensions + Social Security

// Self-Employment income

// Capital gains, dividends and interest

Businesses that file a Schedule C are allowed WITH LESS THAN $50,000 of expenses and no net losses

Other Limitations

// No corporations or partnerships

// No part-year residents or out-of-state income

// No rental properties

// No married filing separate tax returns

What to Bring

Please bring copies of the following to your tax appointment

1. Photo identification for you and your spouse (if applicable)

2. Social Security card (SSN) or Individual Taxpayer Identification Number (ITIN) letter for everyone who will be listed on the tax return

3. Intake Worksheet and Virtual Taxpayer Consent Form (see below)

4. All tax related documents: W-2s, 1099 s, 1098-T, 1098- E, etc. 

5. Your health insurance Form 1095-A, if you had insurance through Covered California

6. Your last year tax return

7. Childcare provider's name, address, Tax ID number, and phone number (if applicable)

8. If you have a business, provide an expense report spreadsheet or equivalent

9. A voided check for fast, secure and easy direct deposit

10. Upon completion of the tax return, if you are filing jointly with your spouse, both parties MUST be present to sign the tax return.