Past Events

Tuesday, March 14, 2017

It's Your Money: Get It!

Free Tax Prep!


Dear Community Friends,

It is my pleasure to partner with Board of Equalization Chair, Fiona Ma, and Monterey United Way, to host a FREE Volunteer Income Tax Assistance (VITA) event in my district. Join us on March 14th at Hartnell College!

Hartnell College

411 Central Avenue, Building N


5 to 8 p.m.

Eligible taxpayers can get their taxes prepared for FREE! IRS-certified, trained volunteers will be on site to provide free income tax preparation assistance to individuals and families with household incomes of less than $54,000. The VITA program helps low-to-moderate income families and individuals collectively bring home millions of dollars, enormously benefiting communities throughout California. VITA can also help these families and individuals apply for the State and Federal Earned Income Tax Programs.

California is now offering an Earned Income Tax Credit (EITC) for working low-income families and individuals. In addition to the federal EITC, the new state Earned Income Tax Credit will put more money in the pockets of those who need it most. If you qualify for the Cal EITC and the amount of the credit is greater than the tax you owe, you will receive a refund.

The state Earned Income Tax Credit is available to California households with adjusted gross incomes of less than $6,717 if there are no qualifying children, less than $10,087 if there is one qualifying child, or less than $14,161 if there are two or more qualifying children. See below for more qualifications.

What to Bring to the VITA Workshop:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents
  • An Individual Taxpayer Identification Number (ITIN) may be substituted for you, your spouse, and your dependents if you do not have Social Security numbers
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents
  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year's federal and state returns, if available
  • All Forms 1095 (Health Insurance Statements) and Forms 1095-A, B or C (Affordable Health Care Statements)
  • Health Insurance Exemption Certificate, if received
  • Proof of bank account routing and account numbers for direct deposit, such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid to your daycare provider and their tax identifying number (Social Security number or business Employer Identification Number)
  • Copies of income transcripts from IRS and state, if applicable

Qualifications for the Cal EITC

  • You must file a state tax return, even if you do not owe any tax or are not otherwise required to file.
  • You must have earned income from W-2 wages, salaries, tips, or other employee compensation subject to California withholding. (For the CA EITC, earned income does not include income from self-employment.)
  • You, your spouse, and any qualifying children must each have a social security number issued by the Social Security Administration that is valid for employment.
  • You must file using the single, married/registered domestic partner (RDP) filing jointly, or head of household filing status. The "married/RDP filing separately" status may not be used.
  • You must either:
    • Meet the rules for those without a qualifying child ; or
    • Have an individual that meets all of the qualifying child rules for you or your spouse if you file a joint return.
  • Your principal residence must be in California for more than half the tax year. 
  • Both your adjusted gross income and earned income (defined above) must be no more than: $6,717 if there are no qualifying children.
    • $10,087 if there is one qualifying child.
    • $14,161 if there are two or more qualifying children.
    • Your investment income, such as interest, dividends, royalties, and capital gains cannot exceed $3,471 for the entire tax year.

I hope to see you on March 14th!

If you have any questions please don’t hesitate to contact my office at (831) 759-8676.


Anna M. Caballero

30th District Assembly


Saturday, March 4, 2017

Dear Friend,

I am pleased to notify you that free tax preparation assistance is available in our area.

IRS-certified volunteers will be helping people with household incomes of $54,000 or less prepare and file a basic tax return for free through the Volunteer Income Tax Assistance (VITA) Program. The VITA program specializes in assisting disabled taxpayers, those with low to limited income, and non-English speaking taxpayers.

Come prepared. Please bring your social security cards for all dependents & taxpayers, as well as your photo ID and tax forms. ITIN holders are welcome.

Saturday, March 4, 2017

Center for Employment Training Center (CET)

930 Los Coches Road


9 a.m. to 1 p.m.

Please contact my office for more information on this event: 318 Cayuga Street, Suite 206, Salinas, CA 93901

Phone: (831) 759-8676

For other sites hosting a VITA program, please visit the United Way of Monterey Bay website or the IRS Free Tax Prep Help website.

Thank you, and good luck with your taxes!

Assemblymember, District 30

Estimado amigo,

Me complace informarle que la asistencia para la preparación gratis de impuestos está disponible en nuestra área.

Voluntarios certificados por el IRS estarán ayudando a personas con ingresos de $54,000 o menos con su preparación de impuestos básicos gratis, a través del programa de asistencia de impuestos voluntarios (VITA). El programa VITA se especializa en ayudar a los contribuyentes discapacitados, personas o familias de bajos ingresos y personas que no hablan ingles.

Venga preparado. Porfavor de traer sus tarjetas de seguro social para todos los dependientes y los contribuyentes, así como su foto formas de identificación y sus formas fiscales (W2/1099). Personas con un ITIN son bienvenidas.

Sábado, 04 de marzo de 2017

Center for Employment Training Center (CET)

930 Los Coches Road


9 a.m. a 1 p.m.

Para más información, por favor póngase en contacto con mi oficina: 318 Cayuga Street, Suite 206, Salinas, CA 93901

Teléfono: (831) 759-8676

Para otros lugares que ofrezcan un programa VITA, por favor visite el sitio web de United Way de Monterey Bay o el sitio web de IRS Tax Prep Ayuda Gratis.

¡Gracias, y suerte con sus impuestos!

Asambleista, Distrito 30



Tax Help Day

Saturday, February 4, 2017

TaxesTAX HELP DAY  - Where enrolled Agents, “America’s Tax Experts,” will be answering tax questions free of charge on Saturday, February 4, 2017 from 10:00 am to 12:00 pm at Mars Hill Coffeehouse 610 San Benito Street in Hollister. This public service is sponsored by the California Society of Enrolled Agents (CSEA), the innovative influence and dynamic voice for taxation in California AND Assemblymember Anna Caballero.

Be sure to bring all relevant tax documents with you. Get the advice you need about:

  • The Affordable Care Act
  • Running your own business
  • Deductions
  • Tax credits
  • Buying a home
  • Rental properties
  • Getting married
  • Retirement planning

Enrolled Agents answering questions during Tax Help Day will not prepare any returns, provide any written advice, or bill anyone for their work. Any advice provided at Tax Help Day is educational and informational in nature, and not intended as minimum standards, or legal or other professional advice. CSEA and its Members have endeavored to include all appropriate and accurate statements, but disclaim any and all warranties and/or responsibility for the statements or their uses in construction. Users should confer with their professional advisers for specific input and assistance concerning their respective issues, projects and topics.

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