Free Tax Preparation
North Marin Community Services, 1907 Novato Blvd., Novato, CA 94947
North Marin Community Services, 1907 Novato Blvd., Novato, CA 94947
Current Site status - There will be a tax clinic this year, running from early May (I think) until mid-October, though specific dates haven't yet been set. The number for taxpayers to call for an appointment is 707-582-0251, and they should wait until April 16th to call for an appointment.
We actually have a separate set of seven dates, in the second half of April, for what we call "overflow" - those who need 2024 tax returns done, but for whom we could not offer an appointment by April 15th. These taxpayers need to file a Form 4868 to get a six-month filing extension, and if they expect to owe money, they should - if possible - send that money with their Form 4868. (For CA, the six-month extension is automatic, but they need to file a FTB 3519 if they expect to owe money, and are making a payment.). The number to call for an appointment (April 16, 17, 24, 25, 28, 29, or 30) is the same.
Both overflow days and tax clinic days are at the Franklin Park Clubhouse, 2095 Franklin Aveue, Santa Rosa.
Documents to bring with you on your appointment include:
Last year's tax return
Intake interview and all worksheets that apply to your tax return.
Picture ID for taxpayer (and spouse)
Proof of Social Security or ITIN for every person on the return
Health Insurance information for everyone on the return
All supporting documents - W2, 1099R, 1099int, 1099NEC, 1099div, brokerage statements ... MUST BE PRINTED
Most frequent rejects are for no 1095A from ConveredCA and/or current IP PIN missing - see IRS.gov/ippin if you lost it, and need to recover or reissue.
Links to pre-appointment Questionaires:
** Click the printer icon in order to fill out and PRINT the fillable documents
(Required) Intake Form Booklet or Spanish
We can prepare most tax returns, but not all. Click here (SP) to see a listing of what we can do and what we can not do.
You can make an appointment here or email taxaidelarry@gmail.com or call (415)488-5401 or test (preferred.)
Let me know whether Monday morning or Thursday morning or afternoon works.
For other Marin Taxaide locations, click here. or Spanish
If we cannot help you with your tax return, click here or (Spanish for other options.
Make, Edit or Cancel an Appointment