Our sites will reopen in February 2023
Schedule information will be posted in mid to late January 2023. Mahalo!
What to bring with you to our sites
When you make your appointment, you will be told where and when to obtain the packet of forms we need you to fill out before you come for service. In addition to completing the forms in the packet, you should receive a list of identification required and tax documents you may have received that you should bring with you to the site. You can find a copy of this list on our Documents page.
If you are not able to pick up your packet at the place or time assigned, you may download the various forms that will be needed, print them out, and complete them at home to bring with you to the site. Links to the forms can be found on the Documents page.
What we can and cannot do (Scope of Service)
Please go to our Documents page to see our current year Scope Poster. Note that in addition to the items shown on the poster as out of scope, we also cannot prepare returns claiming credits for renewable energy improvements (photovoltaic, solar water heating, wind, geothermal, etc.). Our counselors are advised to only do those returns that are within their scope of training AND with which they feel comfortable. If no volunteer at a particular site is comfortable with the content of a taxpayer's return (even within our scope of training), the taxpayer may be asked to seek assistance at another site or from a paid professional to help ensure the accuracy of the taxpayer's return. The site supervisor will make an effort to find a volunteer in our organization who is comfortable with the specific tax issues and refer the client to that volunteer's site if possible.