Tax-Aid Appointment System

Screening Questions

Welcome to the Tax-Aid appointment page.
We are currently reserving spaces for our Curbside events. Appointments are not required but strongly suggested.

During the appointment, a volunteer will review your tax documents. This meeting will take place over Zoom.

Please follow these mandatory steps before your appointment:

Gather your tax documents and last year's tax return. Please set aside at least half hour to do this.
Make sure you have the most current version of Zoom on your computer. The software is free. You can download it from here: https://zoom.us

If you need to cancel your appointment, click here.

If you have any questions, please email us at admin@tax-aid.org.

In order to help us schedule your appointment correctly, please answer these questions:

How can we help you? Select from the following:

I need help with a Current Year

Past Year(s)

IRS or State Letter

Screening Questions

1. Did you/your household earn less than $55,000 last year?

Yes

No

2. I received W2, Form 1099 Misc or cash for each job that you worked last year? (Select all that apply)

Form 1099 Misc

Cash

3. Did you receive form 1099-Misc for self-employment income?

Yes

No

Did you have any expenses due to self-employment or contractor work?
Yes

No

Did you provide work for any of these companies? (Select all that apply)

Uber

Lyft

Task Rabbit

Instacart

Note: If you are missing W2’s or Form 1099 Misc call the IRS at 1800-829-1040 to order a transcript.

4. Did you have health insurance the entire year?

Yes

No

If yes, Which Health Insurance form did you receive? (Select all that apply)

1095-A

1095-B

1095-C

6. How did you hear about Tax-Aid?

You can now make an appointment for some services with Tax-Aid. Please read the options below:

1. For Curbside Clients (Para Clientes En Persona):

In-person Appointments: Some Tax-Aid locations offer a limited number of appointments for in-person service.
Ayuda presencial: Algunas ubicaciones de Tax-Aid ofrecen un número limitado de citas para el servicio en persona.

2. For Virtual Services (Para Servicios Virtuales):

Client Identity Check: After you have completed the tax questionnaire either via mail or our website AND the Tax-Aid Team has confirmed receipt of your questionnaire, you may make an appointment for an ID check. This meeting will be held over Zoom. You will need to have your camera on and have a copy of your photo ID. You will be asked to show your face next to your photo ID. Please make an appointment from the calendar below for Client Identity Check
Verificar su identidad: Una vez que haya completado el cuestionario fiscal, ya sea por correo o en nuestro sitio web Y el Equipo de Ayuda Fiscal haya confirmado la recepción de su cuestionario, puede programar una cita para una verificación de identificación. Esta reunión se llevará a cabo por Zoom. Deberá tener su cámara encendida y tener una copia de su identificación con foto. Se le pedirá que muestre su rostro junto a su identificación con foto. Haga una cita del calendario a continuación para la Verificación de Identidad del Cliente.

Select a site type to filter locations with available appointments.

Site Type

The calendar below shows the dates where an appointment is currently available.
Click on a day to see available timeslots at the selected location.

Location	Date	Time
Please select a City and a Date or Location to view available appointments.

Contact Information

Please enter the following information to make an appointment with Tax-Aid:

First Name:

Last Name:

Email:

Cell Phone Number:

May we send you a text reminder about your appointment?

Fax (415-229-9240) or email (admin@tax-aid.org) a complete copy of the letter to the Tax-Aid.
Make sure to include your contact information (email or phone).
Tax-Aid will contact you directly within 48 hours.

Please call the Tax-Aid office at 415-229-9240 or email Tax-Aid at admin@tax-aid.org

We are sorry all appointments have booked.

Call Us

415-229-9240

Visit Us

235 Montgomery Street
Suite 1155
San Francisco CA 94104

501(c)(3) Non Profit Public Charity