Sonoma and Napa counties - District 10

The AARP Foundation's Tax-Aide program does tax return preparation, including electronic filing, at no cost to taxpayers. Though the focus is low-to-moderate income households headed by someone 50 years and older, there is neither an age limit nor an income cap. If you're under 50, you're still very welcome to use Tax-Aide services. AARP membership is not required.

For the 2021 tax season, those in Sonoma and Napa counties will have three options for free tax preparation through the Tax-Aide program: 

OnsiteWe have open or are going to open five sites for drop-off service, by appointment only: Franklin Park Clubhouse (707-536-1518), the SCA/Vets' Building in Sebastopol (707-861-1048), Oakmont Village (707-596-3384), the Windsor Senior Center (707-596-3496), and Napa Methodist Church (707-492-5430). We expect that these sites will be fully booked (through April 15th) quite quickly, and we recommend you consider the UWWC/VITA/EKS program (see below) to guarantee that you get free tax assistance this year.

We do not plan to open six of our Sonoma County sites this year: Cloverdale, Healdsburg, Rincon Valley, Petaluma, Rohnert Park, and Sonoma Valley.

 

For a taxpayer, our drop-off process includes (a) picking up a packet (call a site number, above, to find out what dates and times that packets can be picked up); (b) completing the required forms; (c) after completing forms, calling for an appointment to drop off required forms, and tax tax documents; (d) dropping everything off at one of our sites, which will operate by appointment only (the actual drop-off process will take about ten minutes); and (e) coming back one week later to the site to pick up documents, and the printed tax return, and authorizing us to electronically file the return. 

Our district phone number is 707-327-2401; please call that number if you have a question about our program in general, rather than a question about what is happening at a specific site.

 

By email: You can now email us, at Ca2D10@aarpfoundation.org , requesting this service. We'll then send you more detailed information on what is involved (basically, you need to scan or take pictures of your tax documents). If you're then still interested, we'll send you our Intake Booklet to get you started. 

 

Online: You always have the option of preparing your own taxes online using the IRS Free File program, which is now open. That program offers free tax preparation software if your income is $72,000 or below. However, the Tax-Aide program has something better: free online tax preparation software with no income limit, plus video conferencing and/or phone assistance from a certified AARP volunteer tax counselor. You can now request this Alternative Tax Preparation service.

*********************

If you want another option for having your taxes done at no cost, the United Way of the Wine County and its partners has seven active drop-off sites in Sonoma County: in Petaluma, Santa Rosa (four sites), Sonoma Valley, and Windsor. To schedule an appointment with the UWWC/VITA/EKS program, you can call 211 (800-325-9604 from a mobile phone), though you may experience long waiting times. Alternatively, you can go online, at https://unitedwaywinecountry.org/earn-it-keep-it-save-it/ and schedule yourself. (Note: the UWWC program has a household income limit of $66,000.)

*********************

Other information: Once we open, we will be doing tax year 2019 returns for those who need them, as well as returns for tax year 2020. If you need both years done, and are using our drop-off service, we will make two back-to-back appointments for you.

Questions? If you have any questions on the above, or any tax-related questions, please call 707-327-2401 and leave a message. 

***************************


Last updated: February 24, 2021.  Comments and corrections? Please leave a message at 707-327-2401, or email us at Ca2D10@aarpfoundation.org.

 

 

© 2007-2021 by HW Dornbush