Tax-Aid offers free service to people that earn less than $57,000 a year.

 

The due date for the 2020 federal and California income tax returns was May 17, 2021. If you are owed a refund, there’s no penalty for filing late. On the other hand, tax owed and not paid by May 17, 2021 is subject to penalties and interest.

You can easily request an extension from the IRS and you will have until October 15, 2021 to file your taxes. Note that California does not require you to file a request for an extension of time to file unless you owe tax. Click on the links below to access the extension forms:

https://www.irs.gov/pub/irs-pdf/f4868.pdf
https://www.ftb.ca.gov/forms/2020/2020-3519.pdf

Note that an extension to file is not an extension of time to pay any income tax due with your 2020 returns. To avoid additional penalties and interest you should pay your taxes.

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 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.

If you earned more than $57,000 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 $57,000 in 2020, 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 all of your tax documents using the Checklist below. Please note, we check our mail only once a week so this is the slowest option. 

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.

Step 3: 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 to set up an appointment to review your documents with you and let you know about the next steps.

If you earned more than $57,000 we will not be able to help you with your taxes.