Information about 2020 tax returns – Please check <hbtaxes.live/book> as
additional appointments are now available through April 21. We will file both your federal and state returns.

If you need an appointment, please come by between noon and 1 PM and we will make an appointment for you in April.  You may book an appointment on line at <hbtaxes.live/book>

Can we do your return? Check our Scope sheet to see which returns we are permitted and not permitted to do under the IRS directives.

An AARP tax envelope with the intake form and
instructions for organizing your tax forms will be available
on Wednesday between
noon and 1 PM at the church.
Look for a AARP stand with envelopes in the courtyard.

Fillable Intake/Interview form

Click here to download a COVID-19 release form

Because of COVID restrictions appointments are limited in time and your return may be done remotely.
(See page 2 of the complete packet for a description of the COVID appointment process.)

Your tax return will be done on site if possible
after your interview with an IRS certified tax-aide volunteer

It may be necessary to scan your tax papers and do your return offsite.
(A form giving Tax-aide permission scan your
tax documents is included in your packet.)

Useful forms for your organizing your return:

Click here for a copy of the Itemized deduction worksheet.

Click here for a copy of the Self Employed/Schedule C worksheet.

Click here for a copy of the Education Credit worksheet.

If you are filing a joint review with a disabled spouse
or are filing a return for a relative you will need a durable Power of Attorney form (POA).

Power of Attorney form

These need to be notarized prior to your appointment. Search the web for other POA forms.

If you do not have an appointment, you may want to
click here for the IRS 

Free File

available for 2020 returns.

You may also file your California tax return with CalFile:

Click here for the California’s CalFile, a free tax filing web site.