VITA Program

VITA Earn it Keep It Save it

Online Volunteer Income Tax (VITA) Program

As part of County Federal’s commitment to providing resources to enrich our members’ financial lives, we have partnered with the Internal Revenue Service (IRS) and United Way Bay Area’s Earn It! Keep It! Save It! Volunteer Income Tax Assistance (VITA) program to provide free online tax preparation to low-to-moderate-income individuals, families and seniors. Your tax returns will be prepared by trained and IRS-certified volunteers. If your annual household income is less than $66,000, and you need assistance with your taxes, you can receive free online help this tax season through VITA.

Learn more about VITA at uwba.org/tax-help/.

FAQs

Does County Federal Provide In Person Tax assistance?

No. This year County Federal will not provide in person tax assistance. We encourage you to use the online assistance tools from uwba.org/tax-help/. In person tax assistance is available at select non County Federal locations. Find a location near you at uwba.org/tax-help/#map.

Do I Need To Schedule An Appointment?

Depending on the location an appointment may be required. Use the map tool at uwba.org/tax-help/#map to view location details or call 211 for more information.

What Should I Bring to My Appointment?
From your photo ID to applicable tax forms, click here to view a list of items to help prepare for your taxes and to bring to your appointment.


We Offer Tools & Resources to Make Taxes Easy for Our Members

learn about taxes

Learn About Taxes

Learn about different types of taxes, tax forms, and how taxes impact your paycheck.

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Earn it! Keep it! Save it!

 Get your taxes prepared for free with Earn It! Keep It! Save It! Helping thousands of local residents. 2020 income must be $66,000 or less.

IRS Learn More About VITA

IRS Resources

File your taxes for free, get your refund status, and learn more about the Coronavirus Tax Relief and Economic Impact Payments.

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Turbo Tax Sweepstakes

County Federal has teamed up with TurboTax. Save up to $15 on TurboTax federal products.