Sonoma and Napa counties - District 10

Interested in volunteering? See below!

The focus of the AARP Tax-Aide program is on low and moderate-income households headed by those 50 and older, but the program serves people of all ages, and has no specific income limit. We do have some limitations - the most common situations we encounter where we can't do tax returns are where a taxpayer (a) has income from a rental property, or (b) has an investment in an oil and gas partnership or a REIT, and gets a Schedule K-1 tax form.
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On selected Mondays from May 14 through October 8, 2018, the Sonoma-Napa Tax-Aide program operated a tax clinic for taxpayers who had a tax return they needed to file, had a tax return that they wanted to amend, wanted assistance in understanding or responding to a notice from the IRS or California Franchise Tax Board, or just had a tax question or concern. The tax clinic is now closed for the year. 

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If your household income is under $54,000, you have several other options for free tax service between now and February 2019:

* Upvalley Family Center, 1440 Spring Street, St. Helena: call Norma Feliz, 707-963-1919, for an appointment:
* Upvalley Family Center, 1500 Cedar Street, Calistoga: call Norma Godina, 707-942-6206, for an appointment
* Tax-Aid, Inc., based in San Francisco, now helps people year-round. For more information, call 415-229-9240 and leave your name and phone number.

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We will reopen our eleven regular sites in Sonoma and Napa counties in early February 2019. Information about our February-April 2018 sites is here.

*** VOLUNTEER ***
Our program, from the district coordinator on down, is entirely staffed and run by volunteers (approximately 90). If you're interested in becoming part of our program, we'd love to have you join us! All training (in January) is free. More information about the Tax-Aide program, including the volunteer sign-up form, can be found at the AARP website, on this secure page.

If you have a question about the program in Sonoma and Napa counties, please email us at taxaide4sonomaco@yahoo.com

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NOTE: If one or more of your tax returns were was destroyed by the October 2017 wildfires in Sonoma and Napa counties, you can get copies of your federal tax return from the IRS at no charge. Details are here. Similarly, you can get copies of your California tax returns from the FTB at no charge. Details for that are here.

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Last updated: October 9, 2018.  Comments and corrections? Send email to jebroughton (at) gmail.com