Free Tax Preparation for Seniors with OC Free Tax Prep in Orange County
Call 211 to schedule an appointment at a site near you.
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Are you a senior who made less than $64,000 in 2023?
Our IRS-certified tax preparers can help you fill and file your taxes for FREE and help your claim tax credits to ensure you get the maximum refund.
Call 888-434-8248 today to schedule your appointment or submit your name and number below to request a callback from our hotline within 24 – 48 business hours!
Average satisfaction rating of 9.8 of out 10
Clients served
Federal & State Refunds
Tax credits, including EITC and CalEITC
Saved in Tax Preparation fees
Languages offered
Impact in Orange County in 2025
Tax payers served in 2025
Does free tax preparation sound too good to be true?
Hear about fellow Orange County taxpayers who saved money with OC Free Tax Prep.
Does free tax preparation sound too good to be true?
Hear about fellow Orange County taxpayers who saved money with OC Free Tax Prep.
Tax preparation checklist
Prepare your documents for the tax season.
1. Personal Information (Required to File)
Bring all documents below. No photocopies accepted.
- Original picture ID for you and your spouse (if married filing jointly)
- Taxpayer Identification Number for you, your spouse, and all dependents: Social Security Card, Social Security Number verification letter, or Individual Taxpayer Identification Number (ITIN) assignment letter
- NOTICE: If married filing jointly, both spouses must be present at appointment.
- IP PIN (if applicable): IRS Identity Protection PIN notice (CP-01A)
2. Proof of Income
Bring all documents that apply.
- W-2s for all jobs last year
- 1099s for any other income received last year, including unemployment and self-employment income
- Statements for prizes, scholarships/fellowships, or lottery/gambling winnings
3. Proof of Health Insurance
Bring all documents that apply.
- 1095-A and California Health Insurance Marketplace Statement, if you had coverage through the Marketplace (Covered California)
- 1095-B or 1095-C1099s if you had other kinds of insurance or coverage
4. Additional Items
Bring all documents that apply.
- Checking and savings account information to have your refund directly
- Tax return from last year, if available
- Child care expenses: provider’s address, phone #, and federal tax ID #
- Homeowners: 1098 mortgage statement and property tax bill
- Education: 1098-T college tuition and 1098-E student loan statements
- Alimony paid or received
- Notices: IRS, Franchise Tax Board (FTB), Health Insurance Marketplace, or anything that says “IMPORTANT TAX DOCUMENT”
Ready to learn more or schedule an appointment?
Call our toll-free hotline at 211 to talk to one of our friendly appointment specialists.
Ready to file?
Download the Tax Preparation Checklist to prepare your documents for the tax season.
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