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PROJECT SCOUT
Free Tax Prep Available for Eligible Members

Free tax assistance for those with reportable income of $60,000 or less. Simple tax returns only.

 

The Santa Cruz Branch Community Room will be used to provide these services, BY APPOINTMENT ONLY, every Thursday from 9 a.m. to 3:30 p.m., from February 9, 2023, through April 27, 2023.

 

To schedule an appointment, call 831-724-2606 or email projectscoutoffice@gmail.com, and leave your name, age, and phone number. Volunteers will contact you to schedule an appointment and provide further information.

If you prefer to do your own taxes, use the link below to use the FACILITATED SELF-ASSISTED OPTION. (You must have a $60,000 maximum income and simple returns only to use this option.)

Facilitated Self-Assisted Option

The following documents are MANDATORY for your appointment:

  1. Intake Sheet (provided by Project SCOUT) so we know what you will plan to declare in your taxes.
  2. Social Security Card, SSA-1099 (if receiving Social Security income).
  3. Driver’s License or ID with your picture on it.
  4. Most recent completed tax return.
  5. W-2 forms that report employment income.
  6. 1099 forms that report other sources of income.
  7. Detailed list of itemized expenses incurred during the year. Volunteer tax preparers will only report what you calculate for them.
  8. Detailed list of donations by category and amount. Volunteer tax preparers will only report what you calculate for them.
  9. Form 1098 Payments or other contributions made.
  10. Form 1095-A, B, or C reporting your health insurance coverage.
  11. 1099-MISC from FTB reporting your State Stimulus payment in 2022. If no 1099-MISC is received, please check on the amount received from the State and provide that information to your volunteer tax preparer.

For more information, email the Project SCOUT office here.

 

PROJECT SCOUT VITA/TCE SERVICES
A program of Seniors Council of Santa Cruz and San Benito Counties.

Phone: 831-724-2606