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 $67,000 or less
- Persons with disabilities, and
- Limited English-speaking taxpayers
- Most participants must file by April 15, 2025.
- 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.
Location & Hours
Western Oregon University
West House on the corner of Jackson St W and Monmouth Ave N
180 Monmouth Ave N, Monmouth, OR 97361
2024 TAX YEAR APPOINTMENTS
We are currently assisting taxpayers in our Monmouth location with tax returns for tax year 2024 only. Office hours are by appointment only. No walk-ins will be accepted.Please call the VITA Appointment Line at (503) 751-4132, or email us at wouvita@wou.edu to schedule your appointment.
2025 TAX YEAR APPOINTMENTS
We will begin taking appointments for the 2025 tax year on Monday, January 18, 2026. Our first day of operations for the 2025 Tax Year is expected to be Saturday, February 7, 2026. We will publish dates, times and locations available for your 2025 tax year appointments by January 18, 2026. Please check this website in January 2026 for updated information regarding the 2025 tax return preparation program.
Scheduling
We are currently assisting taxpayers in our Monmouth location with tax returns for tax year 2024 only. Office hours are by appointment only. No walk-ins will be accepted.
Please call the VITA Appointment Line at (503)-751-4132 or email us at wouvita@wou.edu to make your appointment. No appointments are currently being offered for the Falls City location.
Checklist of Required Documents
Please review this Welcome Packet and then bring all of the documents and information requested below. Please note that the Welcome Packet includes details about our WOU Welcome Center location, which was replaced by the WOU West House location for appointments after April 15, 2025.
- Form 13614-C
- Photo ID
- for both spouses must be valid
- 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 2024 (if you had two jobs & employers, bring 2 W-2 forms)
- These should be received by Feb. 15
- 1099 Forms
- These show your sources of income (interest, dividends, 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.
- 1099-SA Forms
- If you have a health savings account
- 2023 Tax Returns
- If you didn’t file in 2023, bring your 2022 tax returns.
OPTIONAL
- Checking Account & Routing Number
- Bring only if you want your tax return deposited directly into your account.
- Bring a blank check to show this information.
