Tax Preparation

The United Approach Bay Space gives free and protected tax preparation for low earnings residents information

Low- to middle-income residents in the Bay Area can use Earn It! Receive free, safe, high quality tax assistance from United Way Bay Area. Keep it! Save it! (EKS) program. IRS certified volunteer tax advisors are now ready to help anyone in need – including undocumented ITIN filers – ensuring residents get the best possible refunds. For example, taxpayers who earned less than $ 30,000 in 2020 can receive tax credits of up to $ 6,000, depending on their income and family size. EKS has partnered with Code for America to enable secure online filing and personal assistance is available. Details can be found at

“With the new legislation, Eligible California Earned Income Tax Credit (Cal EITC) and Infant Tax Credit will be available to all eligible working Californians in 2021. But people have to fill in their taxes correctly to get the refund, ”said Kelly Batson, chief community impact officer for United Way Bay Area. “The EKS services start with a short online interview, then the residents upload their tax documents and our team takes care of the rest. People who cannot use online services can get personal help at selected EKS locations. “

EKS volunteers help Bay Area taxpayers who earn less than $ 57,000 a year get the best refund possible by ensuring they are claiming all available deductions and tax credits. For example, recent changes to California’s tax laws removed the requirement that ITIN taxpayers must have at least one child under the age of six to qualify for the Cal EITC. Starting in 2021, undocumented residents with ITINs will also be able to access the Cal EITC to claim up to $ 3,027. The $ 1,000 Infant Tax Credit is also available to all eligible families with children under 5 years of age.

Perhaps most importantly, EKS volunteers ensure that qualified Bay Area taxpayers have access to Federal Earned Income Tax Credit (EITC). As one of the most powerful poverty reduction safety net programs in the country, the federal EITC can provide eligible families with three or more qualified children with up to $ 6,660 in credit.

EKS customers save at least $ 20 million in total in tax preparation fees each year, and their tax returns filed by EKS volunteers bring back more than $ 80 million in tax refunds to the local Bay Area community. Since 2003, volunteers have provided nearly $ 1 billion in reimbursements to households in the Bay Area.

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