Take the stress out
of taxes with our free
online filing options.

Let United Way help you file your taxes for free, virtually. If your 2020 household income was less than $65,000, we can help you maximize your refund and save you an average of $200 in tax preparation fees – all through a safe and secure process.

Learn More at the Finance Resources Expo

Find Out If You Qualify for Free, Online Tax Prep

Get started today!

We offer a self-preparation option to securely and safely file your taxes online for free.

Additional Resources

 

You’re invited to the Finance Expo!

A one hour overview of local programs that can support your financial well being.

April 8, 2021

12:30pm-1:30pm 

Presentations from:

  • Free Tax Prep Program
  • SMUD
  • The Financial Empowerment Center.

REGISTER HERE!


In partnership with VITA and United Way, SMUD IS HERE TO HELP YOU during these difficult time. We have extended the suspension of power shut-offs for nonpayment through April 30th, 2021.  If you’re having trouble paying your bills, we have many options including flexible payment arrangements and energy assistance. For eligible low-income customers, we offer the Energy Assistance Program Rate (EAPR). This program provides eligible customers with a monthly discount based on household size and income at the time of application.

Learn more at

Here to Help

Here to Help in Spanish 

EAPR Discount

MED Rate


Sacramento’s Financial Empowerment Center offers free, one-on-one financial counseling and coaching to address your unique circumstances.

  • Access needed resources
  • Improve credit
  • Reduce debt
  • Save money for emergencies and opportunities (home purchase, business development, education, retirement)
  • Find and use safe, affordable and convenient financial services and products
  • Learn budget skills
  • Identify resources to help you save money — free tax preparation, housing support, home energy assistance

Caring support from trained professionals to achieve your financial goals. Click here to watch a short video.

No income restrictions, FREE to all Sacramento County residents. Services available in English and Spanish, with interpretation available in other languages upon request.

To request an FEC navigation or coaching appointment, email [email protected] or call 916-808-4927. All appointments will be remote via phone or video at this time.


211 is a vital service that connects communities to local organizations and resources able to address problems such as housing, utilities, mental health, transportation, and much more. For more information go to 211.org or call 2-1-1 on any local area coded phone.


United Way is dedicated to providing strong support and improving the lives of individuals, families and children.

Learn More

Get to know one of our volunteers

Aspen Sell

Filing your taxes on your own can be a lot of work. Not only do we help clients prepare their taxes for free, but we also educate them. As a volunteer, I’ve been able to help our community file for free and learn how to do my own taxes.

“Not only do we help clients prepare their taxes for free, but we also educate them.”

FAQ

Do you have any information about COVID-19 relief payments?

The IRS will be sending Economic Impact Payments to many individuals. For the latest information about these payments, please visit the IRS website.

Are you offering any in-person appointments at this time?

For the safety of our clients and volunteers, at this time, we are offering online, virtual filing assistance only.

If I choose to file with assistance, what is the process?

The first step is to complete the online questionnaire and upload your documents, which can take as little as 30 minutes. A United Way volunteer will then schedule a call with you within two to three days to review your information and prepare your tax return. A second volunteer will set up another call with you to review your tax packet and confirm all information has been received and is correct. Finally, you will receive your final packet and sign via DocuSign.

What do I need to get started?

Your driver’s license or other photo identification, your social security card, a W-2, 1099 or earned income statements, last year’s tax filing documents, dependents’ social security card, childcare records, medical expenses, and educational expenses. Learn more here.

How much money could I receive back on my taxes?

You may qualify for up to $6,500 in CalEITC and federal Earned Income Tax Credits if your household earned less than $30,000. Plus, families with children under the age of 6 may also qualify for an additional $1,000 with the new Young Child Tax Credit. Learn more.

Will my information be kept confidential?

Yes. We protect your personal information and all tax returns are confidential. We do not share your data with any third parties.

How do you certify your volunteers?

All of our volunteers are IRS-certified and must complete mandatory training.

Does it cost me anything to get my taxes done?

No. Our services are completely free for individuals who qualify.

Why should I use your free tax services?

We can help you save money and get money back on your taxes.*

On average, our clients save $200 in preparer fees. Plus, our team will help you maximize your return, often earning clients thousands of dollars in credits through CalEITC and federal Earned Income Tax Credits. Last year, we helped 9,000 families in our region file for free and claim more than $11 million in credits.

*Amount varies based on filing status and qualifying children.

Can you help me if I don’t speak English?

You will need to choose the option, “I need assistance filing my taxes.” At that point, you can navigate the website in English or Spanish. When a volunteer calls you after receiving your documents, you can request assistance in English, Spanish or Russian.

Is tax help available year round?

We recommend that you file your return on-time to avoid any penalties and late fees.

I need older tax returns prepared. Can you help me?

Through our virtual filing program, we can assist clients needing to file 2018, 2019 and 2020 tax returns.

What if I don't qualify for online filing assistance?

Prepare your tax returns at creditkarma.com, a free resource for preparing most basic tax returns for both federal and state filing.