Income Tax Preparation

What to Provide | Storen Financial

It's that time of the year again, but there are many resources in the community that can help. Take a look at the resources we've compiled!

You can also stop by the library during our open hours to pick up IRS tax forms in English and Spanish, and search our catalog for books to help you file your taxes.

Questions? Please call our library staff at (831) 758-7302 or (831) 758-7345.

VITA FREE Tax Preparation Services

IRS-trained volunteers from the United Way's Volunteer Income Tax Assistance (VITA) program will be helping individuals prepare their taxes with in-person, virtual, and drop-off appointments.

Cesar Chavez Library
615 Williams Road, Salinas CA 93905
Days and Times
Fridays 10:00 AM - 3:00 PM
February 3, 10, 17, 24
March 3, 10, 17, 24, 31
April 7, 14
Walk In; Same day tax prep. Appointments encouraged.

Tax help will take place at nine different locations throughout Monterey County, including these three sites in Salinas:

Center For Employment Training - Salinas
24 East Alvin Drive, Salinas, CA 93906
Days and Times
Tuesdays 4:30 PM - 7:30 PM
February 7, 14, 21, 28
March 7, 14, 21, 28
April 4, 11, 18
Walk in; Drop off Documents

United Way Salinas Office
232 Monterey Street, Suite 200, Salinas, CA 93901
Days and Times
Mondays and Tuesdays 10:00 AM - 12:30 PM
February 6, 7, 13, 14, 20, 21, 27, 28
March 6, 7, 13, 14, 20, 21, 27, 28
April 3, 4, 10, 11
Appointment for drop off; Virtual tax preparation

Individuals must have earned less than $60,000 in 2022 and are required to bring:

Social security card or ITIN card for taxpayer, spouse, and dependents
W-2s or 1099s from all employers and other tax forms
Photo ID
Bank account and routing numbers for direct deposit
Health coverage information
Last year’s federal and state tax forms if available

Please make sure to review the Tax Prep Checklist.

The goal of the program is to make sure you get your FULL refund, claim all your eligible credits, and learn to use taxes to grow your assets.

For more information, go to the United Way Tax Prep Site, call 211, or text mcfreetaxprep to 898-211.

Alliance on Aging

The Alliance on Aging Tax Counseling for the Elderly (TCE) Program provides IRS-Certified staff and volunteers to help adults 60 years and older, as well as the blind and disabled, complete their taxes. The program operates between February 1 and April 15th. Services are provided free to those with low to moderate income, and are provided in English and Spanish.

They are now open for tax appointments. Click here to make an appointment.

For questions, call (831) 655-1334 or visit their Tax Counseling for the Elderly program website to get all of your questions answered.

Internal Revenue Service (IRS)

Internal Revenue Service

Our libraries have a limited selection of Federal IRS forms including the 1040, and 1040-SR.

For tax questions and telephone assistance from the IRS, please reference the following numbers:

For recorded tax & refund information: 1-800-829-4477
TDD 1-800-829-4059

For Forms and Publications: 1-800-829-3676
For Tax information & notice inquiries: 1-800-829-1040
For the Problem Resolution Program: 1-800-829-1040
For CD-ROM orders: 1-877-233-6767
For Taxpayer Education: 1-800-829-1040

The best time to call the IRS is at 8:00 a.m. in the morning, or in the afternoon between the hours of 3:00 - 4:00 p.m.

IRS TaxFax: (703) 368-9694