DFATS

Yuma's Free Tax Service

Income Tax Preparation

Desert Financial and Tax Services offers free income  tax  preparation of both your federal and state tax returns.

income tax preparation

Providing Free Income Tax Preparation

free income tax preparation

need your taxes prepared?

Desert Financial and Tax Services’ (DFATS) Volunteer Income Tax Assistance (VITA) site offers our community free income  tax  preparation of both your federal and state tax returns. Many of our winter visitors have come in to have their federal and out-of-state returns prepared. The VITA program has operated for over 50 years. We transmit the returns to both the federal and the state taxing authority completely free of charge.

Our volunteers provide service in either English or Spanish. Desert Financial and Tax Services has been providing this free tax service since 2018.

The free income tax preparation will commence on January 23, 2024. However, the IRS will not accept returns until January 29, 2024. Therefore, if you are expecting a refund, please be aware there will be a week delay.

We offer in-person and valet services. Come down to the Martin Luther King Jr. Center to get your taxes prepared free of charge.

If you want to prepare your own returns, we have a link to that free service as well. Please either scroll down or click on the button to access the link and obtain more information. 

do you qualify?

QUALIFYING iRS CRITERIA

Our organization partners with the IRS’ Volunteer Income Tax Assistance (VITA) Program to offer free income tax preparation. In order to qualify for the free service, you must either:

  • Generally make $60,000 or less;
  • Be a person with disabilities;
  • Be a non-English speaker;
  • Have limited English-speaking skills

what do i need?

the documents you need

Valid Photo ID – This means your ID cannot be expired. Both spouses must be present. A driver’s license or a valid ID for taxpayer and spouse. Birth dates for the taxpayer, spouse, and dependents.

Social security card – Social Security cards for the taxpayer, spouse and dependents. Photocopies are unacceptable. An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for those who do not have a Social Security number. Proof of foreign status, if applying for an ITIN.

Tax Earnings Documents – Forms W-2, 1099- NEC, 1099-INT, 1099-MISC, SSA- 1099, etc. Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers and other payors. Interest and dividend statements from banks (Forms 1099). Copies of income transcripts from IRS and state, if applicable. You may request your transcript from the IRS’ tools. A link is provided under our Useful Tools section on this page. The IRS transcript DOES NOT contain State information. You will need to obtain it from the AZ Department of Revenue. You may obtain a copy of the request form from our downloads page.

Other Tax Documents – If you have a Schedule C business or Schedule C rental property, please bring income and expense documents with totals for the year.

Childcare Expenses – To claim childcare expenses you need documentation. Total amount paid for daycare services and the daycare provider’s tax identifying number, such as their Social Security number or business Employer Identification Number.

Bank information – Proof of bank account routing and account numbers for direct deposit, such as a blank check. The taxpayer must have signatory authority on the account. A deposit slip or a debit card are unacceptable, as they do not have the required information.

Healthcare Coverage – If you purchased health insurance from the healthcare.gov marketplace, then bring Form 1095-A.

Prior Year’s Tax Returns – A copy of last year’s federal and state tax returns, if available. This is required only if you did not prepare your taxes with us last year.

Electronic filing – To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms. We will not file your returns electronically until both are present to sign.

You will need to either take photos or scans of the documents shown above. Additionally, you will need a selfie with you holding your valid photo ID. For married individuals, both spouses need to upload selfies with ID.

2024 LOCATION

In-Person

We will be offering in-person free income tax preparation at the:

Martin Luther King Jr. Youth Career Center (MLK Center), 300 South 13th Avenue, Yuma, AZ 85364

WHEN: Tuesdays and Thursdays, beginning January 23, 2024 to April 09, 2024
TIME: 6:00 PM – 8:30 PM

Please note: We will be closed on March 12, 2024, but will be back on March 13, 2024.

Valet Service

This year we will be offering a Valet Service for everyone in our community.

  1. You come to the MLK Center, fill-out the Intake/Interview Form;
  2. One of our volunteers scan your documents.
  3. Your return will be prepared off-site.
  4. You will be contacted when your return is ready for pickup at the MLK Center.
  5. At that time, a volunteer will review the return with you and you will sign your return. (*NOTE: If you are married, both of you will have to come each time.)
  6. Your return will e-filed.

WHEN: Tuesdays and Thursdays, starting January 23, 2024 to April 09, 2024
TIME:
6:00 PM – 8:30 PM

Virtual Service

This is for those outside of Yuma County and Winterhaven, CA. When you click this option, you will be taken to GetYourRefund.org. Your returns will be prepared by a partner volunteer across the US. DFATS volunteers WILL NOT be preparing these returns. Only select this option if you are outside our area.

self-Service

If you want to prepare your on taxes, then you can utilize the MyFreeTaxes website. This site is run in conjunction with the United Way and IRS.

Desert Financial and Tax Service does not run this website. If you have any issues, please contact the:

United Way Support

Have a question or need some help? We’re here for you.

Useful Links

useful links

Virtual Service

Useful Info 2

Please click on the donate button to make your donation