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 Senior Tax Preparation Assistance

A Canon printing calculator on a yellow background.

Trained and certified CSVP volunteers will provide free income tax preparation in cooperation with the Internal Revenue Service, for persons in either of these categories:

  • Seniors 60 years of age or older (any income level) OR
  • Persons with an income level of $67,000 or less, regardless of age.

No appointments taken- first come, first served basis. Please read all information carefully.

What to Bring:

All clients will be asked to complete an Intake/Interview Sheet.  If you want to do this ahead of time, click here, print out all 4 pages of the 13614-C, and bring the form with you. 

  • For married filing joint, both spouses must be present
  • Photo identification
  • Social Security Cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents
  • Birth dates for you, spouse, and dependents
  • A copy of last year's Federal and State tax return
  • All Forms W-2, 1098, and 1099
  • Interest and dividend statements (1099 INT; 1099 DIV; 1099B)
  • Form 1095-A (Marketplace Health Insurance)
  • Other relevant information on income, expenses, deductions
  • If you are self-employed, please click on and complete the Self Employed Worksheet
  • Information for all deductions/ credits
  • If your deductible expenses (mortgage interest, property taxes, medical expenses, etc.) might be more than $9,600 please complete the Itemized Deductions Worksheet
  • Total paid to day care provider and their tax ID number
  • Bank Routing numbers for direct deposit, preferably a voided check
  • For prior year returns, copies of income transcripts from IRS if Form W-2 not available
  • Every client must complete an Intake & Quality Review Sheet. Save yourself some time by filling out the Form 13614-C ahead of time

Where to Go:

Monday, February 3 - April 15, 2025

  • Mondays, Tuesdays, Wednesdays, Thursdays, and Fridays
  • 8:30am-4:00pm
  • Conejo Creek South Community Building. 1350 E. Janss Rd., Thousand Oaks, 91362
  • Spanish translation available:
    • Mondays 12noon-4:00pm
    • Wednesdays 8:30am-4:00pm
  • Mandarin translation available: 
    • Fridays 8:30am-4:00pm

Wednesday, February 5 - April 9, 2025

  • Wednesdays ONLY
  • 10:00am-4:00pm
  • 2331 Borchard Rd., Newbury Park Library, 91320
  • Mandarin translation available from 10:00am-4:00pm

 Resources 

Tax Preparation Flyer - EnglishTax Preparation Flyer - SpanishAdditional Resources

How to Avoid Tax Scams