2) Tax drop offs by APPOINTMENT ONLY at one of our offices in Aptos or Watsonville.
To receive tax prep services, you will need to do the following:
⁃ Fill out INTAKE SHEET; so we know what you need to declare in your taxes.
⁃ Provide your Social Security Card or your SSA-1099 form, if receiving Social Security Income.
⁃ Provide your Driver’s License or ID that is valid and that has your picture on it.
⁃ All of your employment income W-2s, 1099s, etc…
⁃ All 1099s reporting income other than wages, salaries, and tips.
⁃ Payments or other contributions you have made that may be deductible from your taxable income 1098s.
⁃ -Forms that report your health insurance coverage 1095s.
⁃ Breakdown of donations to charity and to whom, and the amounts or the value of items donated.
If you have questions, don't hesitate to email or call.
Anyone over the age of 60, those with a disability, low-income families and individuals are eligible to receive SCOUT’s Tax Assistance programs. Donations are gladly accepted.
Project SCOUT operates throughout Santa Cruz County. The Project SCOUT office is located inside the Watsonville Senior Center.
Our contact info is: