OC FREE TAX PREP

About us

Free Tax Preparation Services

Through the OC Free Tax Prep program, Orange County United Way and countless dedicated partners work to increase the number of financially stable households in Orange County. Together, we are working to positively impact the financial health and resiliency of Orange County residents by providing free tax preparation services to help eligible taxpayers to earn, keep, and save their hard-earned money.

Every year, low-income OC residents miss out on millions of dollars in federal and California tax refunds and credits which they are entitled to and that go unclaimed.

OC Free Tax Prep provides free tax preparation services to thousands of low-income residents while also conducting outreach and education to raise awareness of and access to tax credits, like the California Earned Income Tax Credit (CalEITC), which results in more money returned to our community, often bolstering a struggling family’s ability to provide for their children, pay for rent, food, and medical expenses, while simultaneously stimulating the local economy.

OC Free Tax Prep is part of Orange County United Way’s United for Financial Security℠ initiative, which is helping local families gain financial stability, transition from surviving to thriving, and work toward self-sufficiency.

See why Orange County loves us

We are proud to help families claim cash back tax credits and save on tax preparation fees.

Outcomes From 2023

In 2023, we served more than 13,600 clients throughout Orange County, bringing over $12.2 million in federal and state refunds back in the pockets of hard-working individuals. Over $5.5 million returned through tax credits like the Federal Earned Income Tax Credit, California Earned Income Tax Credit, Child Tax Credit and Education Tax Credits. We estimate that a minimum of $3.4 million was saved on tax preparation fees through our service- that’s a $21.1 million impact in Orange County.

OCFTP Icons Clients

13,629

Clients Served

OCFTP Icons Tax

$12,200,000

in Federal & State Tax Refunds

OCFTP Icons EITC

$5,500,000

in tax credits, including EITC and CalEITC

OCFTP Icons Tax Prep

$3,400,000

saved in Tax Preparation Fees

Partners & Funders

irs
AARP Foundation Logo
csdLogo
city of mission viejo logo
City of San Juan Capistrano
Hoag Community Benefit
PPB Logo Quart NoBox Full Color RGB

Learn more about our services

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ABOUT OC FREE TAX PREP

Free Tax Preparation Services

Through the OC Free Tax Prep program, Orange County United Way and countless dedicated partners work to increase the number of financially stable households in Orange County. Together, we are working to positively impact the financial health and resiliency of Orange County residents by providing free tax preparation services to help eligible taxpayers to earn, keep, and save their hard-earned money.

Every year, low-income OC residents miss out on millions of dollars in federal and California tax refunds and credits which they are entitled to and that go unclaimed.

As the largest free tax prep provider in Orange County, OC Free Tax Prep provides free tax preparation services to thousands of low-income residents while also conducting outreach and education to raise awareness of and access to tax credits, like the California Earned Income Tax Credit (CalEITC), which results in more money returned to our community, often bolstering a struggling family’s ability to provide for their children, pay for rent, food, and medical expenses, while simultaneously stimulating the local economy.

OC Free Tax Prep is part of Orange County United Way’s United for Financial Security℠ initiative, which is helping local families gain financial stability, transition from surviving to thriving, and work toward self-sufficiency.

In The News —

Outcomes From 2022 —

In 2022, we served more than 14,000 clients throughout Orange County, bringing almost $16.5 million in federal and state refunds back in the pockets of hard-working individuals. Over $3.1 million returned was through federal Earned Income Tax Credits. We estimate that a minimum of $2.8 million was saved on tax preparation fees through our service – that’s a $19.3 million impact in Orange County!

OCFTP Icons Clients

14,002

Clients
Served

OCFTP Icons Tax

$16,500,000

in Federal & State
Tax Refunds

OCFTP Icons EITC

$3,100,000

EITC
Refunds

OCFTP Icons Tax Prep

$2,800,000

Tax Preparation Fees
Underwritten

Thank You To Our Partners —

CalEITC ENG logo 1 e1642121583677
SANTA-ANA
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anaheim
OCUW Logos White e1594161887255

Learn more about our services —

Meet Our Volunteers —

Staff Michael

Michael

Site Coordinator

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Volunteer Pete

Pete

Volunteer

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