Volunteer Income Tax Assistance (VITA)

The Volunteer Income Tax Assistance (VITA) program provides free tax-preparation services to low-to-mid-income tax-filers. The Unity Council has partnered with St. Mary’s College and UC Berkeley to recruit business and accounting students to provide volunteer tax-prep services. All volunteers are IRS certified. Services are available in English and Spanish, and we can provide translation in Lao, Thai, and Khmer upon request. Check out VITA’s Impact Report! 

Our VITA site is now closed for the tax season.

Visit www.irs.gov/refunds for information about your Federal refund, and www.ftb.ca.gov/online/Refund/index.asp for information about your California refund. For all other tax inquiries, you can call the IRS directly at 1-800-829-1040.

FAQ

Are you taking appointments? No, our VITA site is now closed for the tax season.

Where is the VITA site? The VITA site operates at The Unity Council Career Center: 1900 Fruitvale Ave. Oakland,United-Way-Logo CA 94601

Can I file my taxes at the VITA site if I am not a U.S. citizen? Yes. An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number. We do NOT assign ITIN numbers. For a list of ITIN providers, visit: www.irs.gov/individuals/acceptance-agents-california

What should I bring to my appointment?

  • Proof of identification (photo ID)LOG-EKS-Facebook_New
  • Social Security cards or Individual Taxpayer Identification Number (ITIN) for you, your spouse and dependents
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All Forms 1095, Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Copies of income transcripts from IRS and state, if applicable (example: unemployment benefits)
  • Optional: A copy of last year’s federal and state returns, if available

Before scheduling your appointment, please review a list of the types of returns the VITA site can prepare: www.irs.gov/pub/irs-pdf/p3676bsp.pdf

Does VITA prepare Federal, State, and Local tax returns for free? Your Federal, State, and Local taxes will all be prepared.

Does VITA e-file tax returns? Yes, VITA sites e-file all Federal and State tax returns.

What if I need to file a return for a state other than California, can VITA do that? VITA in-person sites can only prepare CA tax returns, but you can visit the United Way website and do your own return to file state returns other than CA. Visit: www.unitedway.org/myfreetaxes/

Can I file last year’s taxes or make an amendment to a prior year? No. But, you can visit the United Way website and do your own amendment or prior year return for free. Visit: www.unitedway.org/myfreetaxes/

I did my taxes with you last year. Do you have my information still on file? No, we do not save any information from past years. Please bring all necessary documents to your appointment.

Tax Resources

  • IRS Phone Assistance: 1(800) 829-1040
  • IRS Oakland Office
    1301 Clay St., Oakland, CA 94612
    (510) 637-2487
    Monday-Friday – 8:30 a.m. to 4:30 p.m.
  • Where is my refund?
    Federal Returns 1 (800) 829-1954 | www.irs.gov
    California Returns 1 (800) 852-5711 | www.ftb.ca.gov
  • Call 211 for information on tax help, housing, jobs, benefits, and other resources. Available 24/7, free service: 211bayarea.org

Hours

Our VITA site is now closed for the season.

If you have received a letter from the IRS or the Franchise Tax Board and would like assistance in preparing the requested documentation, have general questions about income taxes, or would like help preparing for next year’s taxes, please contact Gaby Pingarron at (510) 535-6900 or email gpingarron@unitycouncil.org.

Contact:

VITA Site Coordinator
5105356900
admin@unitycouncil.org

See Also: