Volunteer Income Tax Assistance (VITA)
Free tax preparation services for low-income individuals and families.
Who Qualifies
Most taxpayers qualify if any of the following apply:
- People who generally make $69,000 or less
- Persons with disabilities, and
- Limited English-speaking taxpayers
- Most participants must file by April 15, 2026.
- Some restrictions apply. Taxpayers will be asked a few qualifying questions at the time they schedule their appointments.
English & Spanish
We offer free tax preparation services from counselors fluent in both English and Spanish.
Ofrecemos servicios gratuitos de preparación de impuestos con asesores que hablan inglés y español con fluidez.
Location & Hours
Western Oregon University
WOU Welcome Center #136, 701 Monmouth Ave N, Monmouth, OR 97361
Dates and Hours of Operation
We will offer free tax preparation services from February 6 – April 11, 2026. Our office will be open on Thursdays and Fridays from 4:00pm – 7:00pm. On Saturdays we will be open from 12:00pm – 5:00pm.
Parking and Check-in
Paid parking is available across the street from the building, in Lot O. Please pay for parking at the parking kiosk located in Lot O. Parking is free on Saturdays. Please look for the VITA flag at the Welcome Center entrance and proceed to Room 136 to check-in.
Scheduling
2025 TAX YEAR APPOINTMENTS
We are currently assisting taxpayers in our Monmouth location with tax returns for tax years 2024 and 2025. Office hours are by appointment only. No walk-ins will be accepted.Please complete one of the Appointment Request Forms linked below:
You may also text or call the VITA Appointment Line at (503) 751-4132, or email us at wouvita@wou.edu to schedule your appointment.
No appointments are currently being offered for the Falls City Resource Center location.
2026 TAX YEAR APPOINTMENTS
We will begin taking appointments for the 2026 tax year on Monday, January 18, 2027. Our first day of operations for the 2026 Tax Year is expected to be Saturday, February 6, 2027. We will publish dates, times and locations available for 2026 tax year appointments by January 18, 2027. Please check this website in January 2027 for updated information regarding the 2026 tax return preparation program.
Checklist of Required Documents
Please bring all of the documents and information requested below to your appointment.
- Completed IRS Form 13614-C
- You may pick this form up in advance from either the Monmouth Public Library or the Independence Public Library.
- You may also download this form either here (English Version) or here (Spanish Version).
- You may also arrive early for your appointment and complete the form onsite. If you plan to do this, please arrvive at least 20 minutes before your appointment time.
- Photo ID
- For both spouses, if filing jointly
- Must be an unexpired ID
- Social Security card AND Dates of Birth
- For you
- For spouse
- For all dependents
- W-2 Forms
- These are forms showing your wage and tax information.
- Bring one from each employer in 2025 (if you had two jobs & employers, you should have 2 W-2 forms)
- These should be received by Feb. 15
- 1099 Forms
- These show your sources of income (interest, dividends, retirement, other sources)
- From banks, brokerages, contract work, or any other source of income
- Proof of Deductible Costs (if applicable)
- Receipts showing education expenses, including books.
- Proof of daycare costs
- Charitable contribution receipts
- Evidence of any other deductible costs
- 1095-A, -B, or -C Form
- Shows health coverage. This is especially important if you purchased health insurance on the Marketplace and received an Advance Premium Tax Credit during 2025.
- 1099-SA Forms
- If you have a health savings account
- 2024 Tax Returns
- If you didn’t file in 2024, bring your 2023 or other most recent tax return.
IMPORTANT
- Please bring your Bank Account Number & Routing Number
- The IRS will no longer mail checks for refund payments.
- Please bring a blank check or some other documentation to share this information with your tax preparer.
- If you are unable to provide a bank account number and routing number, the IRS is able to deposit funds into a prepaid debit card, but direct deposit to your bank account is recommended as the most reliable option.
