Tax Preparation Assistance

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.
Where to Go:
Monday, February 2 - April 15, 2026
- 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 8:30am-4:00pm
- Wednesdays 8:30am-4:00pm
- Mandarin translation available:
- Fridays 8:30am-4:00pm
Wednesday, February 4 - April 15, 2026
- Wednesdays ONLY
- 10:00am-4:00pm
- 2331 Borchard Rd., Newbury Park Library, 91320
- Mandarin translation available from 10:00am-4:00pm
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.
- If your deductible expenses (mortgage interest, property taxes, medical expenses, etc.) might be more than $9,600 please complete the Itemized Deductions Worksheet
- 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 and Account numbers for direct deposit (NO refunds by check via mail)
- 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
Resources
Tax Flyer English 2026.pdfTax Flyer Spanish 2026.pdfAdditional ResourcesHow to Avoid Tax Scams
