Free Tax Assistance

Are you getting all the tax credits you’re eligible for?

Earned Income Tax Credit? Child Credit? Educational Credits? Senior Credits? We provide you with free tax preparation assistance that can help reduce your tax burden and get back money that can help you build savings and pay off debts.

How to Get Help:

Call us at 617-623-7370 or email taxhelp@caasomerville.org to schedule an appointment. Appointments can he held in-person at our Union Square office or virtually.

*We currently cannot assist taxpayers on a F, J, Q, or M visa

What you’ll bring to your appointment:

EVERYONE NEEDS to provide:

• Valid Government Issued Photo ID

• Social Security card or Individual Taxpayer ID Letter (ITIN) for you, your dependents and/or your spouse

• Proof of health insurance (health insurance cards, 1099-HC, 1095-A, etc.) for taxpayer, spouse, and all dependents (Taxpayers who have received or expect to receive health insurance credits need to bring proof of ALL household income.)

IF YOU HAVE THESE, ALSO provide:

• All W2 forms from all jobs for 2023

• All 1099 forms – 1099G (unemployment), 1099R (pension payments), 1099INT (bank interest), 1099SSA (Social Security), etc.

• Total child care expenses in 2022, and child care provider’s name, address, and Employer Identification Number (EIN) or SSN

• All 1098T forms (tuition payments), receipts for materials and books and bursar statement

• Total student loan interest paid (1098E)

• A copy of last year’s tax return

• Bank issued printed account and routing numbers for direct deposit of your tax refund

• Proof of ANY deductible out of pocket expenses (annual BWSC, 1098E, charitable receipts, etc.)

• If over 65, rent and landlords name and address OR water bill and property tax information.

• Any mail from the Massachusetts Department of Revenue

• Any mail from the IRS

Without all documents, we cannot complete your tax returns.