For questions or to make an appointment, Â email millvalleytaxaide@gmail.com, or call 415-322-9361
We can prepare most returns, but not all. Click here to see a listing of what we can and cannot do. In addition, please note that we cannot prepare Federal or CA tax returns for taxpayers who are (1) part-year CA residents; (2) registered in CA as Domestic Partners; (3) eligible for Solar Energy Credits; (4) eligible for the mortgage interest credit; or (5) possess virtual currency (eg, cryptocurrency)
LINKS TO FORMS TO COMPLETE AND ITEMS TO BRING TO YOUR TAX-AIDE APPOINTMENT
(Don't worry if you can't complete these forms ahead of your appointment. We will provide copies for you to complete when you arrive.)
OTHER ITEMS TO BRING TO YOUR TAX-AIDE APPOINTMENT
Picture ID(s) and Social Security Cards for everyone on the tax return
IRS letters (or your records) concerning your 2022 taxes
Copy of your 2021 tax return
All of your 2022 tax documents, including documentation on self employment income and expenses, and itemized deduction expenses
A blank, voided check for direct deposit
If you are filing Married Filing Joint (MFJ), both partners should come as both must sign before we can efile
PLEASE open all envelopes containing tax documents before you come to your appointment.