Scheduled System Upgrade - Saturday, March 6, 2021, at 9 p.m. (PST) through Sunday, March 7, 2021, at 1 a.m. (PST). During this time, you will not be able to access Mobile Banking, Online Banking or our Telephone Teller; however, you can use any SCCCU or CO-OP ATM. We apologize for any inconvenience this may cause.

Project SCOUT

Don't Let FREE Tax Prep Pass You By.

SCCCU is excited to partner with Project SCOUT to offer the Volunteer Income Tax Assistance (VITA) program in Santa Cruz County. You can count on Project SCOUT and VITA to provide the highest quality tax service to families and individuals.

 Eligibility to Receive Services

Anyone over the age of 60, those with a disability, low-income families and individuals are eligible to participate.

How to Make an Appointment

Due to the ongoing restrictions surrounding COVID-19, tax preparation will only be done by appointment this year. To schedule your appointment, email OR call 831-724-2606. Please include the following in your email or voice message:

  • Your full name

  • Your age

  • The city/area in county where you live

  • What you will need to report in your taxes

An IRS-Certified Volunteer from Project SCOUT will return your message promptly.

 Documents to Bring to Your Scheduled Appointment:

  • Form 13614c INTAKE SHEET (provided by Project SCOUT) so the tax professional helping you will know what you need to declare in your taxes

  • Form 14446 Virtual Taxpayer Consent (provided by Project SCOUT)

  • Your Social Security Card, SA-1099 form (if receiving Social Security Income), or ITIN

  • A valid Driver’s License or ID with your picture on it

  • Your most recent completed tax return

  • All of your employment income, including W-2s, 1099s, etc.

  • All 1099s reporting income other than wages, salaries, and tips

  • Breakdown of expenses or costs incurred for 1099s

  • Breakdown of charitable donations and the dollar amount or value of the items per donation

  • Payments or other contributions you have made that may be deductible from your taxable income - 1098s

  • Forms that report your health insurance coverage 1095s

NOTE: If you wish to have your refund automatically deposited, please bring a voided check or savings account deposit slip showing your account numbers.

Drop-off Locations BY APPOINTMENT ONLY

Santa Cruz Branch
March 4: 9am-12pm and 1-5 pm
March 11: 9am-12pm and 1-5 pm
March 18: 9am-12pm and 1-5 pm
March 25: 9am-12pm and 1-5 pm
Watsonville Branch
April 1: 9am–12pm
April 8: 9am–12pm
April 15: 9am–12pm

You may also drop off your documentation at the Project SCOUT office in Watsonville every Tuesday and Wednesday starting February 17, 2021.


Appointments are Required

Click the button above to schedule by email, or call 831-724-2606.

Please include the following:

  • Your full name
  • Your age
  • City/County area where you live
  • What you'll report in your taxes