Financial Literacy and Economic Success


Economic stability is a critical element for the well-being of families. We provide income tax assistance, adult education (Plaza Comunitaria), financial education and more.

Free tax preparation assistance

Our VITA tax assistance program is providing appointments via phone and internet. We are committed to ensuring that all of our VITA clients can file their taxes by the IRS’s extended deadline of July 15. If you are interested in scheduling a virtual appointment, please call us at (707) 965-5010 to be placed on our waiting list; our VITA staff will reach out to schedule a virtual appointment. You will exchange tax documents and sign your tax return using a secure app called Sign Now, which is accessible via a computer or smartphone.

Unfortunately we cannot process ITIN applications at the moment, but we hope to be able to resume this service soon. If you need to renew your ITIN or apply for a new number, please call us at (707) 965-5010 to be placed on a waiting list for assistance.

Nuestro programa de asistencia tributaria VITA brinda citas por teléfono e internet. Estamos comprometidos a garantizar que todos nuestros clientes de VITA puedan presentar sus impuestos antes de la fecha límite extendida del IRS del 15 de julio. Si está interesado en programar una cita virtual, llámenos al (707) 965-5010 para colocarlo en la lista de espera, nuestro personal de VITA se comunicará con usted para programar una cita virtual. Intercambiará documentos fiscales y firmará su declaración de impuestos utilizando una aplicación segura llamada Sign Now, a la que se puede acceder desde una computadora o teléfono inteligente.

Lamentablemente, no podemos procesar las aplicaciones ITIN en este momento, pero esperamos poder reanudar este servicio pronto. Si necesita renovar su ITIN o solicitar un nuevo número, llámenos al (707) 965-5010 para que lo coloquemos en una lista de espera para recibir asistencia.

We provide households with free tax preparation assistance during tax season (January – April) through the Volunteer Income Tax Assistance (VITA) program.

VITA offers free tax help to people who generally make $56,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns.

Our IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

In 2019 our VITA program provided 705 households with free tax preparation assistance, which resulted in $867,336 in refunds and $260,312 brought back in EITC benefits.

Free Tax Preparation is made possible by our VITA Volunteers and generous Sponsors: Citi Community Development, The Strong Communities Fund & The Napa Fund of the Napa Valley Community Foundation, United Way of the Bay Area, Napa Valley Vintners/Auction Napa Valley, Wells Fargo, and Mechanics Bank

VITA 2020:

Get your taxes done right by one of our experts and maximize your refund!

You may qualify for more than $6,000 in refunds from the California and Federal Earned Income Tax Credits!

Bring Your:

  • Photo ID and Social Security Card or ITIN for each person on your tax return
  • W-2 for all jobs
  • All 1099s, 1098s and any other tax forms
  • Last year’s tax return
  • Savings and checking account and routing numbers for direct deposit

¡ Asegúrese que su declaración se prepare correctamente y maximice su reembolso !

¡ Usted podría ser elegible para un reembolso de mas de $6,000 si reclama el Credito Tributario por Ingreso del Trabajo Federal y de California!

Traiga Su:

  • Identificación con fotografía y credencial del seguro social o ITIN de cada persona que figure en su declaración de impuestos
  • Formularios W-2 de todos los empleos
  • Todos los formularios 1099, 1098 y demás formularios de impuestos
  • Su declaración de impuestos del año pasado
  • Números de cuenta de cheque, cuenta de ahorros, y ruta bancaria para deposito directo

Walk-in payment service

Come by our office in St. Helena to pay a bill that is due through our convenient walk-in payment service. Bring a check or cash and we will process the payment and provide you with a receipt. PGE bills are processed for free. Other fees may apply depending on the company receiving payment. The process of the payments can take up to three business days.[/rescue_column]

For more information call UpValley Family Centers at 707-965-5010.