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

Call us at 831-724-2606 and leave a message with your name, age, and phone number. Our certified IRS volunteers will contact you as soon as possible with further instructions.

If you prefer to do your taxes online for free, click here to get started.

For more information, email us here
 

 Documents to Bring to Your Scheduled Appointment:

  • Intake Sheet (provided by Project SCOUT) so we know what you
    plan to declare in your taxes.

  • 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. Bring your Tax Return from 2019 or 2020 to see if you get a higher Earned Income Tax Credit (EITC). 

  • W-2 forms that report employment income.

  • 1099 forms that report self-employed income, and itemized
    expenses for this employment.

  • Detailed list of charitable donations you’ve made, including
    dollar amounts and the value of items donated.

  • For 1098 Payments or other contributions made.

  • Form 1095-A, B, or C reporting your health insurance coverage.

  • Letter 6475 from the IRS reporting your third stimulus payment in 2021.

  • Letter 6419 from the IRS reporting your Advanced Child Tax Credit
    Payments in 2021.

Drop-off Locations BY APPOINTMENT ONLY

   

We're an appointment-only VITA site host on Thursdays, from February 3 through April 14. The site is located in the Community Room of our Santa Cruz branch. Please make an appointment by calling 831-724-2606

 

Call 831-724-2606