Tax Help (by appointment) @ Benefits in Action

Benefits in Action provides FREE tax assistance to those who earned $64,000 or less last year, persons with disabilities and limited English-speaking taxpayers.

You may also qualify for valuable tax credits like the Earned Income Tax Credit which is worth as much as $7,430 cash back, but you must file your taxes to claim the credits!

What to bring:

• Social Security Card or Individual Taxpayer Identification Number (ITIN) for each family member on your return
• NOTE: An award letter from Social Security Administration is not sufficient for our tax filing purposes.
• Photo ID
• W-2s, 1099s, and all other tax related documents for 2023
• Self-employed/contractors: 1099-Misc,1099-K and record of all income and expenses
• Education expenses: Account statement and 1098-T
• Childcare expenses: Total paid to a childcare provider, name, address, phone number, and Tax ID Number
• Charitable donations
• Form 1095-A if insurance was purchased through the healthcare marketplace
• Checking and savings account numbers and bank routing numbers if using direct deposit for your refund
• A copy of your 2022 tax return, if available