Free Tax Filing

The City of Irvine, in partnership with Orange County United Way, is offering free tax preparation services to taxpayers who earned less than $60,000 in 2023. Qualifying taxpayers who live, work, or attend school in Irvine can receive help filing their taxes from IRS-trained and certified volunteers, who will also assist eligible taxpayers in applying for tax credits, including the state and federal Earned Income Tax Credits (EITC).

The OC Free Tax Prep service is available at Harvard Community Center, 14701 Harvard Ave. in Irvine, from January 30 through April 16, Tuesdays Noon–7:30 p.m. An appointment is required; no walk-ins will be accepted. Call Orange County United Way at 888-434-8248 for more information on EITC cash-back credits, and to schedule an appointment.

Taxpayers with internet access can choose to file their own federal and state tax returns online for free if eligible. For more information, visit OCFreeTaxPrep.com.

Part of this free filing service will include advising taxpayers on potential credits. The expanded California Earned Income Tax Credit (CalEITC), along with a similar federal credit, can provide additional funds back to workers when they file their taxes. Additionally, workers with children under age 6 may qualify for the Young Child Tax Credit, if they are working and their household income is less than $58,000. 

 

To prepare, bring copies of:

  • Photo Identification for you and your spouse (if applicable).
  • Social Security Card or Individual Taxpayer Identification Number (ITIN) letter for all individuals listed on the return.
  • W-2s, 1099s, and all other income-related documents for 2022.
  • Form 1095-A, B, or C health insurance coverage statement for state return.
  • All 1098-T and E forms for education expenses.
  • Childcare provider name, address, phone number, and Tax ID number.
  • Record of Middle Class Tax Refund and any other stimulus checks.
  • Accounting and routing number if you want your refund direct deposited (recommended).
  • Copy of your last year's tax return (recommended).
  • For joint returns, both spouses must be present to sign the required forms.

 

For more information, visit unitedwayoc.org.