Important! Email transmission is not a secure form of communication. Please do not include any account numbers, social security numbers, or password information in your message.

I understand Cancel

Free Tax Prep Available through Project SCOUT

Free tax assistance for those with reportable income of $64,000 or less. Simple tax returns only.

 

To schedule an appointment with a Project SCOUT tax prep volunteer, call 831-724-2606 or email projectscout@seniorscouncil.org. Please leave a message with your full name, phone number, age, city or town where you live, and what sources of income you need to report in your taxes. You will be contacted to schedule an appointment.

If you prefer to do your own taxes, click the button below to use the FACILITATED SELF-ASSISTED OPTION.

Facilitated Self-Assisted Option

The following documents are MANDATORY for your tax preparation appointment:

  1. Intake Sheet (provided by Project SCOUT) to make sure nothing is missed with your taxes
  2. Social Security Card, 1099-SSA (if receiving Social Security income), or ITIN (if no social security number) provided by the IRS
  3. Valid picture ID, such as a driver’s license or passport
  4. Most recent completed tax return
  5. W-2 forms that report employment income
  6. 1099 forms that report self-employment or other sources of income
  7. Detailed list of itemized self-employment expenses for the year of those self-employed
  8. Detailed itemized medical, taxes paid on property or big purchases, and donations (if itemizing on taxes)
  9. 1098 Payments or other contributions made
  10. Form 1095 A, B, or C reporting your health insurance coverage

 

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

Phone: 831-724-2606