Tax Counseling:

Clients should bring the following materials with them when they see their tax counselor:

• Picture identification and social security card
• A copy of the previous year's federal and state tax returns
• Form W-2, “Wage and Tax Statement,” from each employer
• Forms 1099, for such things as interest or dividends distributions from pensions, annuities, IRA's, sales of stocks, etc.
• A list of other income and expenses
• Social Security Income Statements
• All other information pertinent to the current year’s tax return.

Need help with your taxes? The Tax Counseling for the Elderly Program (TCE) of the Alliance on Aging provides free assistance in preparing state and federal tax forms to low income Monterey County residents 60 years of age or older, blind, or disabled. The service begins on February 1 of each year throughout the County and is offered through the tax season.

If you are low income and under 60 years of age, please click on the following link for information about assistance with your state and federal tax returns: http://www.unitedwaymcca.org/index.php?pr=Earned_Income_Tax_Credit

TCE is a service of the Alliance in cooperation with the Internal Revenue Service and the Franchise Tax Board of the State of California. Volunteers are trained and certified by the IRS to assist with the preparation of simple Federal forms as well as State tax returns.

Tax counseling is done individually and confidentially.  Standard electronic filing (e-filing) is available. Tax counselors are available in multiple sites throughout Monterey County.  Appointments are available at ten sites in seven cities (Carmel, Greenfield, Marina, Monterey, Pacific Grove, Salinas, Seaside).

*****CALL NOW TO MAKE AN APPOINTMENT*****

Contact Information:

Monterey: 831- 655-1334

Salinas/So County: 831-758-4011

Related Links:
U.S. Internal Revenue Service
California Franchise Tax Board