Samaritan House is committed to helping you file your taxes for free. Due to COVID restrictions, we have joined a program, run by the United Way of the Bay Area, called GetYourRefund.org. This year, the free tax preparation program will be conducted virtually. Processing of applications will begin Tuesday, February 9th.

To get started on your free tax preparation, please click here.

Get started early by gathering, scanning or taking pictures of all necessary documents:
* Photo IDs
* Social Security Cards and/or ITIN letters
* All income documents such as W2s and 1099s
* Gig workers: lists of all income and expenses
* Healthcare documents
* Childcare information
* Education scholarship and/or expense tax forms
* Bank account numbers and routing numbers

Below is an overview of the tax preparation process:
You will fill out your required tax preparation documents online, and then upload your identification and personal tax forms directly to the platform (W2s, 1099s, etc.). During the various stages of completing your return, our tax preparers will be able to call, email, and/or text you, should we have questions about your forms. You will receive another call once your return is complete, so we can review it with you and file your return electronically with the IRS.

Should you be unfamiliar with how to take pictures of, or scan, documents, there is plenty of time for you to learn. To use our 2021 site and the GetYourRefund.org platform, you will need to have the photos or scans of your identification and tax documents available on your phone or computer. As you are guided through the GetYourRefund.org platform, you will be instructed when to upload your documents from either your phone or computer to the GetYourRefund.org site.

To learn how to take a picture using your phone, you can find many resources by doing an internet search of ‘how to take a picture with my phone”. Also, there are many free apps available to assist you in scanning documents from your phones, if you do not have a printer with scanning capability. Following is one article about free scanning apps, which may give you some ideas to consider- Best Free iOS and Android PDF Scanner App: https://pdf.wondershare.com/mobile-app/free-pdf-scanner-app.html

For questions, or to be added to future tax site email communications, please email Rhonda Kaufman at rkaufman@samaritanhousesanmateo.org.