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Welcome to Coastline's VITA Program! We provide FREE tax filing assistance to families earning less than $60,000 a year. Our trained, IRS-certified volunteers will prepare and double-check your tax return to make sure it is correct before filing. For the 2021 Tax Season, returns will be prepared virtually.

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How do I know if this is right for me?

  • My household income is generally $60,000 or less
     

  • I am comfortable using my cellphone, tablet or computer to send/receive documents

What documents do I need?

  • Proof of identification (government-issued photo ID)
     

  • Social Security cards for you, your spouse, and dependents 
     

  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number
     

  • Birth dates for you, your spouse, and dependents on the tax return
     

  • Wage and earning statements (Forms W-2, W-2G, 1099-R,1099-Misc) from all employers
     

  • Interest and dividend statements from banks (Forms 1099-INT/1099-DIV)
     

  • Health Insurance Exemption Certificate, if received
     

  • A copy of last year’s federal and state returns, if available
     

  • 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 for daycare provider and the daycare provider's tax identifying number such as their Social Security Number or business Employer Identification Number
     

  • Forms 1095-A, B and C, Health Coverage Statements
     

  • If applicable, the California Form FTB 3895, Health Insurance Marketplace Statement

What type of device do I need to participate in the Virtual VITA Process?

To participate in this program, you can use an iPhone, Tablet, or Computer.

The Virtual VITA Process requires you to upload various tax documents to our secured application called Liscio. You will be contacted by one of our IRS-certified VITA Staff to begin the tax preparation process.

 
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YOU MEET THE REQUIREMENTS,
WHAT'S NEXT?

STEP 1: Sign-up by filling out the survey below. You can also sign-up by clicking HERE

 

STEP 2: Get ahead, start with the Liscio App

Once you complete the survey on Step 1, our virtual VITA technology site supervisor will reach out to you, within 2 business days, via email (after February 8, 2021 kick-off date), to say hello and then invite you to our secure communication platform, Liscio®.

 

This secure platform is where we will communicate with you and where you will upload your documents. We look forward to working with you very soon!

Monitor Liscio messages and complete tasks on your mobile device as prompted by your VITA team

Want to complete your taxes using a mobile device? No problem. Download the Licio App - available for both iOS and Android.

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How do I upload documents when prompted by Liscio?

If you are wondering how you'll share documents via Licio, Click here to watch a video tutorial about how to upload documents using the Liscio mobile app.

 
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More Information and Frequently Asked Questions

What is Liscio?

Liscio is a secure, invite-only communication platform to keep your information safe as we communicate throughout this process.

How is Liscio safer than email?

Email continues to be a main entry point for cybercriminals looking to steal data. According to the IRS, we have seen a 60% increase in email phishing and email schemes seeking to steal an individual's data (source). Liscio’s invite-only platform replaces email that is full of phishing scams and ransomware with a private, clear channel just for firm-client communication. Only firms and their invited clients have access to Liscio. Add built-in multi-factor authentication and we now have a much safer space to work together.

Valued Partners

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Valued Sponsors

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