Sonoma and Napa counties - District 10
The AARP Foundation's Tax-Aide program does tax return preparation, including electronic filing, for free. There is no income limit, and though we focus on low-to-moderate income households headed by someone 50 years and older, we do not have an age limit - if you're under 50, you're still very welcome to use our services. AARP membership is not required.
We will not be conducting our summer/fall Tax Clinic this year, and we do not know of any other face-to-face or dropoff service in Sonoma or Napa counties that is open and provides such services for free. There are, however, two online options for preparing your taxes for free, as described below.
Note: if you have a filing requirement, we strongly recommend that you file as soon as possible, even though the July 15th deadline has passed. The sooner you file, the lower any penalty and interest will be. Even if you can't pay in full, it's still better to file than to not file.
>> You probably have a filing requirement if your non-Social Security income is greater than $12,000.
>> You have a filing requirement if you have self-employment income and your net income from self-employment is more than $400.
>> However, if your tax return results in you owing no taxes, or getting a refund, there is no penalty, and no interest charges, if you file late.
The first free online filing option is at getyourrefund.org . Per the site: "Trained, IRS-certified volunteers will prepare and double-check your tax return to make sure it is correct before filing." The primary restriction is that your household income cannot be greater than $66,000.
The second option is with the software vendors who have an agreement with the IRS to provide free tax preparation software. There is, again, a limit on income, but it is slightly higher - $69,000. If interested, the details are here. (This option goes through October 15th.)
Note: because of the wildfires in Northern California, taxpayers in eight counties, including Sonoma County, now have until December 31st to file taxes - both federal and state - without a late-filing penalty, if they filed a request for extension by July 15.
We apologize for the inconvenience that our closures have caused those who use our service and did not yet have their taxes completed when we closed on March 13th. The closures were for your safety as well as ours, and the safety of everyone that our volunteers and clients might come into contact with. We hope to be able to offer our services as normal when the 2021 tax season arrives.
If you have any questions on the above, or any tax-related questions, please call 707-327-2401 and leave a message.
Last updated: August 28, 2020. Comments and corrections? Send email to jebroughton (at) gmail.com