Tax season is here!

Tax season is here!

It’s that time of the year again, but there are many resources in the community that can help:


Free Tax Prep Help

Find more local free tax preparation help at

Prepare and file your taxes online with assistance from an IRS-certified VITA tax specialist at

United Way Monterey County

Did you earn less than $57,000 in 2020? Don't let free tax prep pass you by! Avoid hidden fees. Keep 100% of your refund. Dial 211 or text mcfreetaxprep to 898-211.

Experts from the United Way’s Volunteer Income Tax Assistance (VITA) program will be helping individuals prepare their taxes during the pandemic with in-person, virtual, and drop-off appointments.  

For more information, go to the United Way Tax Prep Site,  call 211, or text mcfreetaxprep to 898-211. 

VITA Sites:

Individuals must have earned less than $57,000 in 2020 and are required to bring their:

  • Social security card or ITIN card for taxpayer, spouse, and dependents, 
  • W-2s or 1099s from all employers and other tax forms,
  • Photo ID,
  • Bank account and routing numbers for direct deposit,
  • Health coverage information, and
  • Last year’s federal and​ state tax forms if available. 

Alliance on Aging

The Alliance on Aging Tax Counseling for the Elderly (TCE) Program provides IRS-Certified staff and volunteers to help adults 60 years and older, as well as the blind and disabled, complete their taxes. The program operates between February 1 and April 15th.  Services are provided free to those with low to moderate income, and are provided in English and Spanish. 

They are now open for tax appointments.  Click here to make an appointment. 

For questions, call (831) 655-1334 or visit their Tax Counseling for the Elderly program website to get all of your questions answered. 

Tax Forms

 Where to File Returns

Get Help

Federal Assistance: Internal Revenue Service (IRS)

Online Resources:

Help by Phone/Fax:  

  • For recorded tax & refund information:  1-800-829-4477
  • TDD  1-800-829-4059
  • For Forms and Publications: 1-800-829-3676
  • For Tax information & notice inquiries: 1-800-829-1040
  • For the Problem Resolution Program: 1-800-829-1040
  • For CD-ROM orders: 1-877-233-6767
  • For Taxpayer Education: 1-800-829-1040
  • IRS TaxFax: (703) 368-9694

The best time to call the IRS is at 8:00 a.m. in the morning, or in the afternoon between the hours of 3:00 – 4:00 p.m.

State Assistance: California State Franchise Tax Board

Online Resources:

Help by Phone:

  • Live telephone assistance: 800-852-5711
  • Automated telephone assistance: 800-338-050