Volunteer Income Tax Assistance (VITA)

Free tax preparation services for low-income individuals and families.

VITA Tax Preparation services are closed until January 15, 2025.

Who Qualifies

Most taxpayers qualify if any of the following apply:

  • People who generally make $64,000 or less
  • Persons with disabilities, and
  • Limited English-speaking taxpayers
  • Must file by April, 15 2024
  • 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

West House on WOU Campus
180 Monmouth Ave N, Monmouth, OR 97361

PDF of Campus Map

The last day of operation for this year’s tax season was April 13, 2024. Please check back after January 15, 2025 for information on our operating hours for the 2024 tax year filing season.

Scheduling

The WOU VITA tax preparation office is closed until February 2025. We will start taking appointments on the VITA Appointment line (503-751-4132) on January 15, 2025 for the 2024 tax year filing season.

Taxpayers that have extended their 2023 tax returns, or need to file late returns for earlier tax years, may be eligible for assistance at the VITA site located at Oregon State University in Corvallis. THIS SERVICE IS ONLY SCHEDULED TO OPERATE ON SATURDAY, APRIL 27, 2024. Please make your appointment through their website.

Checklist of Required Documents

Please review this Welcome Packet and then bring all of these:

  • 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 2023 (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
  • 2022 Tax Returns
    • If you didn’t file in 2022, bring your 2021 tax returns.
  • Please download and complete the schedule C document to provide information for sole-proprietor business income.

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.