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IMPORTANT PLEASE READ: If Tax-Aid did not receive all of your tax documents by March 31, 2024, we will not be able to complete your tax return by the filing deadline. You will need to request an extension from the IRS here: https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return.
An extension of time to file your return does not grant you any extension of time to pay your taxes. You should estimate and pay any owed taxes by your regular deadline to help avoid possible penalties.

Tax-Aid offers free service to people that earn less than $64,000 a year.

Tax-Aid is offering virtual tax services. That means you can email or mail us all of your tax documents and we will prepare your tax return for you. Everything will be sent back to you via dropbox, email or mail. If you want to email us your documents, you will either need a scanner or the camera on your phone or computer to take photos of your tax documents. Watch this short video to learn more about how Tax-Aid’s virtual service works:

If you earned more than $64,000 we will not be able to help you with your taxes.

Please follow these steps:

Step 1:

Complete our tax questionnaire completely

Click this link to complete the questionnaire (If you earned more than $64,000 in 2023, you are not eligible for Tax-Aid’s assistance. Please do not complete the questionnaire.).

If you prefer, you may download, print and mail us the questionnaire via US mail to our office along with COPIES OF all of your tax documents using the Checklist below. DO NOT SEND US YOUR ORIGINAL TAX DOCUMENTS. WE ARE NOT ABLE TO RETURN THESE DOCUMENTS TO YOU AND THEY WILL BE DESTROYED.
Please note, we check our mail only once a week so this is the slowest option. 

English Questionnaire| English Chinese Questionnaire |English Spanish Questionnaire
 
 
Step 2:

Provide your tax documents

 

If you submit your tax questionnaire via this website with the link above, you will be given an option to directly upload your tax documents into a secure file folder unique to you. You can use a scanner or the camera on your phone to take photos of your tax documents that pertain to your situation. Please refer to the Checklist of Tax Forms below for the items we need. 

If you were a self employed contractor complete this:  English, Chinese, Spanish Form | English form | Chinese form | Spanish form 

If you were self employed, Uber/Lyft driver: complete this  English form | Spanish form 
 

 
Step 3:

Send an email to us 

Send an email to us at admin@tax-aid.org or call us at 415-229-9240 and let us know you’ve sent us all of your documents.
 

 
Step 4:

Tax-Aid will contact you

Tax-Aid will contact you to set up an appointment to review your documents with you and let you know about the next steps.

If you earned more than $64,000 we will not be able to help you with your taxes.